Peter T. Kaplan

Director, Business Development

Peter has over 26 years’ experience in the financial services sector including many as a successful Financial Advisor in South Africa, working with high net worth individuals and closely held businesses. He has a passion for helping others and the unique ability to understand complex situations, translate and clearly articulate them into concise solutions. Prior to joining The Coyle Company in 2015, Peter owned and operated a financial services practice management consulting firm, FPG, for 13 years. Most recently, he was the Business Development Director at ITM|TwentyFirst, where he worked with law firms, family offices, bank trust companies and other fiduciaries to evaluate the performance and sustainability of life insurance portfolios. Peter graduated from The University of Cape Town with a commerce degree (B.Com) before entering the financial services industry. He holds FINRA Series 6 and 63 licenses.

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