Pete has extensive experience in wealth and investment management, including a decade+ spent as Founder & VP of Strategic Partnerships with Pinnacle Advisor Solutions, where he specialized in providing a comprehensive range of solutions to emerging, breakaway, and established independent financial advisors nationwide.

Pete’s role at Verdence is to help bring resources to independent RIAs facing the increasing challenges of operating advisory firms.

Pete holds the Chartered Financial Analyst (CFA®) designation and received a BSBA in Finance from Georgetown University.