Pete joined RVK in 2014 and is based in Madera, California, supported by our Chicago office. He works with a wide range of client types, and his responsibilities include conducting research and analysis, investment policy development and review, investment manager evaluation, and coordinating project efforts between clients, their service providers, and RVK resources.
He is also a member of RVK’s outsourced CIO (OCIO) search and evaluation team, assisting clients who wish to engage with a discretionary provider.
Prior to RVK, Pete worked in Operations Management at BostonCoach, implementing improvements in a number of business areas including customer service, personnel, equipment management, and office processes.
Pete graduated from Saint Mary’s College of California with a MS in Financial Analysis & Investment Management, with honors. He also holds a BS in Business Administration, majoring in Marketing from San Francisco State University.