Pete joined RVK in 2014 as an Investment Analyst in our Portland office. In 2016, he was promoted to Investment Associate and moved to our Chicago location, and in 2018, he was promoted to Associate Consultant.
Pete 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.
He graduated from Saint Mary’s College of California with a Master of Science in Financial Analysis & Investment Management, with honors. Pete also holds a Bachelor of Science in Business Administration, majoring in Marketing from San Francisco State University.