Peter Mallouk s Employees Take Equity in Creative Planning Some 10% now have a stake in the fast-growing RIA. We anticipate that the percentage that’s owned by employees should increase every year from now and ongoing, Mallouk said.
Creative Planning Chief Executive Peter Mallouk opened equity to employees inside the fast-growing registered investment advisory firm, with 10% of the workforce, or some 86 people, now partial owners, according to a company announcement.
Mallouk would not reveal the names of the firm s new principals but said it was largely those with long tenures at the firm. LinkedIn reveals managing directors John Baker, Tamara Lowenberg, Carlos Lopez and Jason Guehl were a few of many listed that added the title “principal” to their profiles in March.