When does a family need fiduciary services?
Naming a family member as trustee is often the kindest-looking decision and the hardest one to live with. Here is when a corporate trustee is the better answer.
Read MorePete is an Investment Advisor at Colony Family Offices. He helps manage Colony’s investment process and works closely with client families to develop, implement and monitor customized portfolios. Pete brings more than 19 years of investment management experience to Colony.
Most recently, he served as a Portfolio Manager at Solamere Advisors, where he was responsible for developing and implementing investment strategies for high net worth individuals. His duties included constructing strategic asset allocations, manager due diligence and selection, as well as client relationship management. Prior to that, Pete held positions with Wachovia Wealth Management in Washington, D.C. and Charlotte, NC.
Pete received his B.A. in Economics from St. Lawrence University in Canton, New York. Pete has been awarded the Chartered Financial Analyst® (CFA) designation by the CFA Institute. He is a regular member of the CFA Institute and the North Carolina CFA Society.
Written by our team
Recent articles.
When does a family need its own investment approach?
A model portfolio stops working when a family has entities, trusts and a tax position that no model can see. That is usually the moment to build one.
Read MoreHow integrated wealth planning works
Integrated planning means tax, estate, philanthropy and investment decisions are made against one plan, by people who can see all of it at once.
Read MoreLet’s talk.
Our promise is to bring clarity to your financial framework, continuity to the relationship, and trust to every step forward.