About
Pete is responsible for setting, managing, and articulating the Firm’s investment platform and approach. He interacts with sponsor partners, monitors markets, and conducts portfolio analysis and construction – to match client allocations with their objectives. He also works directly with families as a trusted advisor in delivering customized wealth management strategies. Pete lives in Chagrin Falls with his wife, Molly, and their three children, Sam, Charlotte, and Peter.
Professional Designations
Chartered Financial Analyst (CFA®)
Certified Financial Planner (CFP®)
Education
Wittenberg University
Bachelor of Arts, Political Science (2004)
Community
Chagrin Falls Youth Sports
Federated Church of Chagrin Falls Legacy Fund Chair
Greater Cleveland Habitat for Humanity Finance/Endowment Committees
Foundation for Geauga Parks Investment Committee
Wrestlers In Business Cleveland Chapter Board Member
Dave Lightner
Founder, FSM Wealth
T.J. Gliha
President & CEO
Lauren MacLaren
Senior Vice President, Family Wealth
Anthony Gargano
Senior Vice President, Operations
David Olson
Senior Vice President, Wealth Management
Adam Bruderly
Senior Vice President, Head of Learning & Development
Michael Baker
Vice President, Wealth Management
Dan Romic
Director, Wealth Management
Bryan Costin
Vice President, Wealth Management
Amy White
Vice President, Client Service
Jim Myers
Director, Wealth Management
Jack LaLiberte
Director, Investments
Amber Moran
Manager, Client Accounting
Nick Paterniti
Manager, Wealth Management
Jill Warfel
Manager, Client Service
Karen Ksiezyk
Senior Associate, Client Accounting
Barb Spehar
Senior Associate, Client Service
Charlie Hruby
Associate, Wealth Management
Jacqueline Hollan
Associate, Client Service
Mitchell Knotek
Associate, Wealth Management