Peter Kalianiotis

I’ve spent most of my career in the financial services industry, primarily in business development and wholesaling roles with large national firms. When I first started out—and that’s actually how I know Jim Bode—my job was to get financial products like annuities and mutual funds onto the platforms of major broker-dealers. I worked in a business-to-business capacity, and while I enjoyed the work, I always felt a pull toward something more personal and values-driven.

That shift came much later in my career. Not too long ago, I read Dancing with the Analysts, and I found myself wishing I’d come across it years earlier. Despite spending my entire career in finance, the book completely transformed my view of investing. It wasn’t until recently that I truly understood the power of the investing philosophy at Beck Bode. I've worked with financial advisors for years, and I can honestly say the Beck Bode approach is unlike anything I’ve seen in the industry.

One of the things I value most about Beck Bode is how closely the firm’s values align with my own. I deeply believe in a long-term strategy for financial success—one that’s grounded in trust and transparency. I also love that Beck Bode is uncompromising in its commitment to putting clients first.

But what really drew me to the firm wasn’t just the investment strategy or the client-first philosophy—it was the people. The team-based approach here is second to none. You get a second, third, even fourth set of eyes on your work, and that kind of collaboration is invaluable. It benefits the clients tremendously, and it makes all the difference for advisors like me.

I’ve always had an entrepreneurial spirit—I even ran a successful wholesale business focused on Amazon sellers for a while. But at the end of the day, helping individuals and families make smart, long-term financial decisions—that’s what truly lights me up.

CREDENTIALS AND OTHER INTERESTING FACTS

• I love to coach basketball. 
• My wife, Nicole, and I have two boys. All of us coach the Special Olympics basketball team at Cardinal Cushing, a special education school in Hanover, MA.