Pete is a results-oriented investment management professional with 30+ years of experience leading key growth initiatives in the wealth and alternative investment management industries. He leads the investment team, and his extensive knowledge in investment strategy, research, risk management, portfolio construction, implementation and investor communication provide the structure and oversight for the firm’s assets under management. He earned his bachelor’s degree in finance from University of Colorado, Boulder and holds the CFA designation from the CFA Institute. Pete is a volunteer for 10×10, an organization empowering the next generation of giving through grassroots organizations innovating to solve complex social problems. Pete lives in Mill Valley where he enjoys the many art, cultural and outdoor activities of Northern California.
There is more than
meets the eye.
- Pete enjoys mixed media painting, which he took up when he moved to California in 2015.