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
CEO/Founder
T.J. Gliha
President
Lauren MacLaren
Senior Vice President, Family Wealth
Anthony Gargano
Senior Vice President, Operations
David Olson
Senior Vice President, Private Client
Adam Bruderly
Senior Vice President, Head of Learning & Development
Michael Baker
Vice President, Wealth Management
Dan Romic
Vice President, Wealth Management
Bryan Costin
Vice President, Private Client
Amy White
Director, Client Service
Jim Myers
Director, Wealth Management
Jack LaLiberte
Manager, Investments
Amber Moran
Manager, Client Accounting
Nick Paterniti
Senior Associate, Private Client
Jill Warfel
Manager, Client Service
Karen Ksiezyk
Senior Associate, Client Accounting
Barb Spehar
Associate, Client Service
Charlie Hruby
Associate, Client Service
Jacquelin Hollan
Associate, Client Service
Mitchell Knotek
Associate, Client Accounting