Pete is an Investment Advisor at Colony Family Offices. He helps manage Colony’s investment process and works closely with client families to develop, implement and monitor customized portfolios. Pete brings more than 18 years of investment management experience to Colony.

Most recently, he served as a Portfolio Manager at Solamere Advisors, where he was responsible for developing and implementing investment strategies for high net worth individuals. His duties included constructing strategic asset allocations, manager due diligence and selection, as well as client relationship management. Prior to that, Pete held positions with Wachovia Wealth Management in Washington, D.C. and Charlotte, NC.

Pete received his B.A. in Economics from St. Lawrence University in Canton, New York. Pete has been awarded the Chartered Financial Analyst® (CFA) designation by the CFA Institute. He is a regular member of the CFA Institute and the North Carolina CFA Society.