Peter Ward
Director of Client Strategy, Dynasty Consulting Group
Peter Ward joined Dynasty Financial Partners in 2026 as part of the firm’s acquisition of Optima Group. As a Director in the Dynasty Consulting Group, Peter is responsible for the development of client growth strategies spanning marketing, brand, products, and services, advising clients on effective programs targeting the institutional, UHNW, HNW, and mass affluent markets. Peter has more than 20 years of corporate and agency experience and was previously Global Head of Marketing & Communications for the institutional brokerage firm Newedge/Societe Generale. Prior to that, he was Managing Director and Head of Marketing & Communications for The Royal Bank of Scotland’s investment bank and broker-dealer in the Americas. Peter earned his B.A. in Philosophy from SUNY Fredonia and an M.B.A. from Cornell University’s Johnson Graduate School of Management.
