SPECIALISTS

Peter C. Heald

Partner, Citrin Cooperman Advisors LLC

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Experience

Peter C. Heald is a partner at Citrin Cooperman with over 25 years of leadership and advisory experience. Specializing in leading business advisory services, Peter has a proven track record of helping middle-market companies achieve strategic growth and navigate complex financial landscapes. With a strong background in building productive and growth-minded cultures through collaboration, Pete brings a fresh energy to his role in Citrin Cooperman’s Growth Office.

Over the course of his career, he has led multi-million-dollar revenue growth, executed successful acquisitions, and fostered a culture of excellence and integrity.

Previously, Peter served as the CEO of Signature Analytics, which joined Citrin Cooperman in 2024. In this role, he and the team delivered high-level outsourced accounting services to businesses and not-for-profit organizations throughout California and across the United States. Before this, Peter’s career also included leadership positions at a project management and cost consulting firm and a global leader in commercial real estate services, where he consistently drove growth and operational success.

CREDENTIALS

Education

MBA, University of Southern California (USC) Marchall School of Business

B.S. in Construction Management, California Polytechnic State University, San Luis Obispo

Affiliations

Member, LEAD San Diego

Member, Vistage

WORK-LIFE BALANCE

Outside the Office

Peter is an active volunteer in local business mentorship programs and community development initiatives.

Get in Touch with Peter Today

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I believe fostering a strong culture based on transparency, putting people first, and open feedback as the key to empowering businesses to thrive.