Associate Wealth Advisor
Peter (Pete) is an Associate Wealth Advisor for the Beacon Pointe Dallas office and is responsible for partnering with advisors to provide customized solutions to help clients meet their financial goals and to ensure clients receive a personalized wealth management experience. Prior to joining Beacon Pointe, Pete worked in a similar capacity at an independent wealth advisory firm headquartered in Pittsburgh, Pennsylvania, managing roughly $7 billion in client assets under management for family offices, foundations, and other institutional-grade investors. He earned his B.A. from Harvard in 2013, and a master’s degree in Public and International Affairs from the University of Pittsburgh in 2020. He and his wife live in Dallas with their Goldendoodle and Siberian cat.