Peter Weitz
Chief Executive Officer
Peter Weitz is a distinguished leader and managing partner at Route 20, specializing in the intricacies of employer-sponsored retirement plans. With a robust foundation in finance and a transition from a successful real estate development career, Peter brings a unique blend of expertise to the financial sector. His journey in finance, beginning in 2003 and evolving through significant roles, highlights his dedication to innovation and excellence in retirement planning and wealth management.
At the helm of Route 20, Peter Weitz focuses on addressing the widespread lack of understanding in 401(k) and deferred contribution planning among organizations and their employees. His leadership is characterized by a commitment to educational initiatives and a customized, transparent approach to retirement planning, ensuring organizations adhere to complex regulations and employees maximize their retirement benefits.
Peter’s professional background, marked by leadership at Weitz Financial Group and national recognition as one of the top 401(k) advisors, underscores his proficiency in managing corporate 401(k) and defined benefit plans. He is dedicated to enhancing financial literacy and compliance, making significant strides in retirement planning and wealth management.
A graduate of George Washington University with both undergraduate and master’s degrees in Business and Finance, Peter’s academic achievements provide a solid foundation for his professional endeavors. His role at Route 20 and contribution to the financial advisory landscape, coupled with his commitment to community service and personal interests, showcases his holistic approach to life and work, making him an integral part of the firm’s success and a leading figure in the industry.
John Noble
Managing Director
John Noble’s illustrious career in the finance industry is a testament to his
visionary leadership and unwavering dedication. His journey commenced in
the sun-kissed city of Santa Barbara, California, in 1981, where his keen
financial acumen quickly propelled him from an insightful advisor to an
accomplished manager. His trailblazing efforts at Smith Barney did not go
unnoticed, and by 1988, he made history as the firm’s youngest branch
manager.
In the heart of Portland, John took the reins of Smith Barney’s flagship
office, steering it through a period of robust growth in headcount and
revenue over an impressive ten-year span. His strategic prowess caught the
eye of UBS Financial Services, where he assumed the prestigious role of
Director and Executive Vice President, shepherding Oregon’s financial
strategies into the future.
When the tumultuous waves of the 2008 financial meltdown crashed
ashore, John charted a new course with Umpqua Holdings, spearheading
Strand Atkinson, Williams and York—a brokerage firm with a legacy dating
back to 1928. As President and CEO, he ignited a growth trajectory that
tripled the firm’s revenue, cementing its standing in the Pacific Northwest.
John’s expertise extended into shaping the minds and policies of the
industry. As Chairman of the Securities Industry/Regulatory Council on
Continuing Education for the New York Stock Exchange, he was a beacon
of knowledge and reform. His passion for financial education manifested in
the establishment of Portland Metro’s first program for the National
Academy of Finance, merging his expertise with a profound commitment to
empowering future generations with financial literacy.
Beyond the world of finance, John is a maestro of the culinary realm. A
vintner, chef, and proponent of the farm-to-table movement, he finds joy in
traveling to locales where food and wine are the heart of the culture. His
creativity and craftsmanship extend to fly fishing, the art of woodworking,
capturing the essence of the great outdoors through photography, and the
serene practice of gardening.
John Noble’s life and career are a blend of remarkable professional
achievements and a deep appreciation for the artisanal aspects of life,
making him a distinguished figure in both boardrooms and the natural
world.
Matt Ankrum
Chief Investment Officer (CIO) and Portfolio Manager
Matthew Ankrum stands out as a beacon in the financial and corporate world, with a career that spans more than three decades marked by significant achievements in investment management, corporate leadership, and strategic advisement. His journey from a top graduate at the University of Wisconsin, with a Bachelor of Business Administration in Finance, to earning his MBA with honors from the University of Chicago, underscores his exceptional academic and professional foundation.
Ankrum’s career took flight at William Blair & Company, where he sharpened his analytical skills in corporate finance, laying the groundwork for his deep understanding of financial markets. His tenure at Janus Capital Group and Lateef Investment Management showcased his prowess in investment management, where he managed a $5.5 billion AUM concentrated portfolio, significantly contributing to the firms’ growth.
Beyond his financial expertise, Ankrum has demonstrated remarkable entrepreneurial and leadership abilities. As CEO of Plasticity Management Services, he led global expansion efforts and, through his co-founding of BodeTree and BT Ventures, he innovated the franchising model. His strategic role at Apollo Education Group further highlights his capability to lead and implement significant organizational changes.
In the venture capital and advisory realm, Ankrum’s impact is profound. As Managing Partner of a4aPartners, he has advised institutional clients on equity investments and managed significant funds, showcasing his versatility and deep understanding of technology-driven businesses.
His board memberships, including roles at Arcadia Biosciences, Buderflys Technologies, and TBIC Inc., affirm his broad expertise and high regard in the industry. Ankrum’s personal life in Kansas City, shared with his wife, three daughters, and their two dogs, reflects a balanced and fulfilling life.
Matthew Ankrum is a distinguished figure whose career is a testament to his skill set, diverse experiences, and profound understanding of the financial and corporate sectors. His contributions have not only advanced the companies he’s worked with but also shaped the investment landscape, making him a formidable figure in his field.
Larry Wolfe
Chief Financial Officer
Lawrence H. Wolfe, the principal behind the esteemed Wolfe Accounting and Consulting, PA, stands as a beacon of excellence and innovation in the accounting and finance sector. With a foundation built on a Bachelor of Science in Accounting and Finance from Syracuse University, Larry has ascended to the pinnacle of his profession, not just as a Certified Public Accountant in Florida but also as a distinguished Certified Valuation Analyst.
Larry’s professional journey is adorned with affiliations that speak volumes of his commitment and expertise. A proud member of the Florida Institute of Certified Public Accountants, his contributions extend beyond service to include educating his peers, thereby elevating the profession’s standards. He is a sought-after speaker at Continuing Professional Education Seminars, both at the Florida Institute of Certified Public Accountants and the American Society of Women Accountants, where he shares his profound knowledge and insights.
The spectrum of Larry’s experience is vast and deep. His current role sees him at the helm of diverse services, including financial statement preparation, CFO consulting, accounting consulting, valuation, and tax analysis and preparation for a broad clientele that spans corporations and individuals. His extensive experience is particularly noteworthy in the realm of business valuation and litigation support, areas where his analytical prowess and meticulous attention to detail have made significant impacts. Larry has undertaken numerous valuation assignments across various matters such as marital dissolution, purchase/sale appraisals, estate tax, gift tax and income tax appraisals, and fair value analysis. His expertise spans several industries, including real estate, construction, medical practices, restaurants, and wholesale distribution, showcasing his versatility and adaptability.
Moreover, Larry’s skills extend to due diligence services for national and multi-national accounting and consulting firms, where his keen eye and strategic thinking have been invaluable. His consulting services have also been instrumental in unraveling cases of misappropriation of funds and other fraudulent activities, as well as in navigating complex accounting issues. A testament to his expertise and trustworthiness is his appointment as a Special Master in the Florida Circuit Court of Miami-Dade County, a role that underscores his reliability, ethical standards, and professional integrity.
Lawrence H. Wolfe is not just an accountant; he is a visionary whose work not only ensures compliance and financial health for his clients but also contributes significantly to the advancement of the accounting profession. His commitment to excellence, combined with his comprehensive expertise and experience, make him a pivotal figure in the landscape of financial consulting and accounting.
Albert Nassar
Financial Advisor
Mr. Nassar CRPC has over 8 years of experience in the financial industry. He graduated from Syracuse University with a bachelor’s degree in Sports Management. Mr. Nassar was part of the Men’s Basketball team from 2012-2015 which he was part of the 2013 final four team. After graduation Mr. Nassar worked at Merrill Lynch and Ameriprise before joining Route 20 Private Wealth.
In his free time Albert enjoys playing basketball, golf, boating, and spending time with his family. Albert also takes pride in coaching his youth basketball program and help with guiding the next generation.
