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