<Milwaukee | Director - Investment Advisory | John P. Petrie

John P. Petrie CPA, CFP®, CIMA®
Director in Wealth Management, Partner

Milwaukee | Director - Investment Advisory | John P. Petrie

What do you enjoy most about wealth management?

Helping our clients see their future.

What’s the biggest challenge?

Effectively planning for potential circumstances that are beyond our control.

What do you love most about being part of Aspiriant?

Getting to work with extremely talented and dedicated people from all around the country.

What professional accomplishment are you most proud of?

Being promoted to director with Deloitte.

What quality of yours makes you best suited to what you do?

I explain complex concepts in a way that they can be easily understood.

How should people think about their wealth?

Wealth is a means to accomplish the things that are important to you.

What do you love to do outside of work?

Spend time with my family.

What would you be doing if you weren’t working at Aspiriant?

Either working for another independent wealth management firm or in business for myself doing the same type of work.

Career highlights:

Being promoted to director at Deloitte. Helping transition Deloitte’s national wealth management practice to Aspiriant. Leadership roles locally and nationally at Aspiriant.

What was the most influential book you’ve read and why?

The Wealthy Barber. It highlights the importance of breaking down seemingly complex concepts so people can understand them.

What personal accomplishment are you most proud of?

Losing a significant amount of weight more than ten years ago and keeping it off.

Education and accreditations

  • B.S. in Accounting, University of Wisconsin – Oshkosh
  • CPA
  • CFP®
  • CIMA®

John has been providing investment and wealth advisory services to high net worth individuals and their families since 1992. He joined Aspiriant in 2010 as a result of the merger with Deloitte Investment Advisors. John is the team leader of the Midwest Region. He also serves on the firm’s national Client Service Committee. John was named as one of the top advisors in the country by Barron’s in 2015.

Prior to Aspiriant, John was a Director at Deloitte Investment Advisors who helped lead the Milwaukee office since 2002. His career began in 1992 at the accounting firm Arthur Andersen LLP.

John received a Bachelor’s degree in accounting from the University of Wisconsin Oshkosh. He is a Certified Public Accountant (CPA), CERTIFIED FINANCIAL PLANNER™ professional (CFP®) and Certified Investment Management Analyst (CIMA). He is a member of the AICPA and Investment Management Consultants Association (IMCA). John volunteers as a member of the West Suburban YMCA’s board of managers.

John and his wife Ann have four daughters. In his free time, John enjoys various sporting activities and spending time with family. John and his family belong to St. Dominic Parish.

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