Skip to main content
State StreetExecutive hire

Pete Dorsey Joins State Street as Wealth Services CRO

What happened

State Street has hired Pete Dorsey as chief revenue officer for its wealth custody and clearing division.

Source

Article excerpt

Highlighted: the sentence this signal was extracted from

Pete Dorsey, a seasoned financial services executive with tenure at LPL Financial, Altruist and TD Ameritrade, has joined State Street's wealth services division as chief revenue officer for wealth custody and clearing. Dorsey joins from Wing Financial, an RIA and digital financial planning application he co-founded last year. "As we continue to expand State Street Wealth Services, attracting leaders of Peter's caliber reflects both the momentum we are building and our commitment to investing in the talent, expertise and capabilities that will help RIAs, wealth managers and financial institutions succeed," wrote Jennifer Stokes, senior vice president and head of wealth custody and clearing at State Street, in a LinkedIn post. Prior to launching Wing, Dorsey was at LPL as an executive vice president of institution services, the team responsible for the independent broker/dealer's bank, credit union and enterprise clients. Related: Deals & Moves: Citizens Keeps Up Wealth Push With $1B Tampa Duo Prior to that, he served as chief strategy and revenue officer of Altruist, which he joined in February 2021. Altruist just announced plans this week to sell to asset management giant Vanguard. As Vanguard takes steps to build out an RIA custodial platform with Altruist, State Street has been working to do the same. Last year, the asset manager made a minority investment in Apex...

Keep reading with a free account

The rest of this article, and every signal for State Street, is in your free account.

Extracted by Autobound

From the Signal API record
Event
Executive hire

What this signalsA new leader often reviews the tools the team uses.

Person
Pete Dorseychief revenue officer for wealth custody and clearing

More executive hire signals at other companies

The full record

From the Signal API record

People

  • Pete Dorseychief revenue officer for wealth custody and clearing · Named in the story

Topics and mentions

Job title tags

  • directors
  • sales
  • finance

Extraction

Confidence
95%
Detected
Aug 28, 2026
signal_type
news
signal_subtype
hires

Use this data

Get every executive hire signal for State Street and the companies you sell to, in the tools you already use.

  1. Ask Claude about it

    Connect Autobound to Claude, Claude Code or Cursor with MCP. Then ask: “What changed at State Street this week?”

  2. Send it to your own tools

    The Signal API returns executive hire signals for any list of companies as JSON, for your CRM, warehouse or app.

  3. Try it free

    Sign up and spend your free credits on the companies you sell to.

    Start Free1,000 free credits

The API returns more than this page shows

This page shows a preview. The full news record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/1494ae43-3abd-53fc-9c6c-4ce88e76caa6 returns this record as JSON. POST /v1/companies/enrich returns every signal for statestreet.com.

{
  "signal_id": "1494ae43-3abd-53fc-9c6c-4ce88e76caa6",
  "signal_type": "news",
  "signal_subtype": "hires",
  "detected_at": "2026-08-28T16:48:49+00:00",
  "company": {
    "name": "State Street",
    "domain": "statestreet.com"
  },
  "data": {
    "url": "https://www.wealthmanagement.com/ria-news/pete-dorsey-joins-state-street-as-wealth-cro",
    "title": "Pete Dorsey Joins State Street as Wealth Services CRO - Wealth Management",
    "contact": "Pete Dorsey",
    "excerpt": "Pete Dorsey, a seasoned financial services executive with tenure at LPL Financial, Altruist and TD Ameritrade, has joined State Street’s wealth services division as chief revenue officer for wealth custody and clearing. Dorsey joins from Wing Financial, an RIA and digital financial planning application he co-founded last year . “As we continue to expand State Street Wealth Services, attracting leaders of Peter’s caliber reflects both the momentum we are building and our commitment to investing in the talent, expertise and capabilities that will help RIAs, wealth managers and financial institutions succeed,” wrote Jennifer Stokes, senior vice president and head of wealth custody and clearing at State Street, in a LinkedIn post. Prior to launching Wing, Dorsey was at LPL as an executive vice president of institution services , the team responsible for the independent broker/dealer’s bank, credit union and enterprise clients. Related: Deals & Moves: Citizens Keeps Up Wealth Push With $1B Tampa Duo Prior to that, he served as chief strategy and revenue officer of Altruist, which he joined in February 2021 . Altruist just announced plans this week to sell to asset management giant Vanguard . As Vanguard takes steps to build out an RIA custodial platform with Altruist, State Street has been working to do the same. Last year, the asset manager made a minority investment in Apex...",
    "summary": "State Street has hired Pete Dorsey as chief revenue officer for its wealth custody and clearing division.",
    "planning": false,
    "image_url": "https://eu-images.contentstack.com/v3/assets/bltabaa95ef14172c61/bltee8c81d83be55616/67348d95d0d64f39e4fa3a9e/pete-dorsey.jpg?disable=upscale&width=1200&height=630&fit=crop&overlay=%2Fv3%2Fassets%2Fbltabaa95ef14172c61%2Fblt38d05c932b77fe9f%2F6a3931f66deb92be88b595a5%2FWM-OpenGraph_indigo.png&overlay-width=432&overlay-height=166&overlay-align=right,bottom",
    "job_title": "chief revenue officer for wealth custody and clearing",
    "confidence": 0.95,
    "published_at": "2026-08-28T16:48:49Z",
    "job_title_tags": [
      "directors",
      "sales",
      "finance"
    ],
    "article_sentence": "Pete Dorsey, a seasoned financial services executive with tenure at LPL Financial, Altruist and TD Ameritrade, has joined State Street’s wealth services division as chief revenue officer for wealth custody and clearing."
  }
}

Long text fields are shortened on this page.

Looking up one signal by its id is free. Enrich costs 2 credits per signal returned; a call with no results is free.