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 and his wife Tina are board members at Consider The Lily, an organization dedicated to helping those in impoverished areas in the Philippines.
701 Fifth Avenue, 74th Floor
Seattle, Washington 98104
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