Stephen Peters is the Founder of VisionQuest Wealth Management and VisionQuest Capital. Steve created VisionQuest with the focus of providing high-quality advice and attentive service rather than simply selling products. The VisionQuest multi-family office structure consists of a deep bench of wealth management expertise that ensures clients receive the benefit of top-notch, credible advice while at the same time delivering that breadth of expertise efficiently.
Before starting VisionQuest, Steve worked at SEI Investments. At SEI, he was responsible for sales, marketing, business management, new product development and client service for several business lines. He developed, tested and sold a new business model for wealthy individuals, families and business owners. Prior to that position, he was responsible for the sale of SEI’s Asset Management Program to Independent Advisors.
In addition to his experience at SEI Investments, Steve was a Captain in the United States Marine Corps, and his educational background includes degrees and certifications from Muhlenberg College and MIT’s Sloan School of Management.
Steve lives in Raleigh, North Carolina with his wife – Amy, daughter – Sara Beth, and son – Robert.