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  1. Jun 28, 2024 · In this episode of Down the Middle, Peter Mallouk takes on the role of interviewer as Jonathan Clements shares a significant life update. Through their personal and candid conversation, listeners will gain both an inspirational outlook and practical advice.

    • Peter Mallouk

      Peter Mallouk serves as the President & CEO of Creative...

  2. Jun 11, 2024 · Transcript: Peter Mallouk, Creative Planning. June 11, 2024 8:30am by Barry Ritholtz. The transcript from this week’s, MiB: Peter Mallouk, Creative Planning CEO, is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts, Spotify , YouTube, and Bloomberg. All of our earlier podcasts on your ...

  3. Dec 15, 2019 · RITHOLTZ: My extra special guest this week is Peter Mallouk. He is the President and Chief Investment Officer of Creative Planning, a firm that manages about $45 billion in assets under management across nearly 100,000 client accounts.

  4. You may have seen his backstory in Ingram’s over the years, or more recently in the national investment-focused magazines that have made him a cover boy during the most recent run-up: The first-generation American son of immigrants from Egypt, a University of Kansas quadruple-major who then secured a law degree and his MBA (more on that in a ...

  5. Oct 2, 2023 · Admirers credit Creative Planning chief executive Peter Mallouks remarkable success as an RIA operator to his drive, decisiveness and prescience. Critics say he can be ruthless, guarded and autocratic.

  6. Jun 5, 2024 · If you were to ask CEO and president of Creative Planning Peter Mallouk what he loves most about the industry, he’ll give you a two-fold answer.

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  8. Peter Mallouk serves as the President & CEO of Creative Planning LLC., and its affiliated companies, providing comprehensive wealth management services to clients.

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