Pete’s career in the investment industry began over 30 years ago, starting with his first role as an investment advisor in 1985. After serving in various capacities with Bank of America Investments from 1992 to 2004, Pete took a hiatus from the investment world to focus on philanthropic endeavors overseas. In 2009, Pete returned to the United States to resume his career in finance, ultimately joining Freestone's Client Advisor team in 2011.
Pete values the relationship he establishes with his clients and works closely with them to understand their motivations, goals and financial objectives. The personal connections he creates helps him design a plan with his client’s goals in mind, considering retirement, estate, and philanthropic planning, if applicable.
Pete actively serves as a board member of Consider The Lily, an organization in the Philippines dedicated to rescuing girls from exploitation, and providing a safe and loving home for them. Pete and his wife Tina live in Brentwood, TN where they enjoy spending time with their kids and three grandchildren.
701 Fifth Avenue, 74th Floor
Seattle, Washington 98104
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