Managing Director and Senior Vice President
Pete serves as Managing Director and Senior Vice President for Intermediary Distribution. His primary responsibility is to build partnerships with advisor networks and wealth advisors.
Pete joined the EveryIncome Executive Team in March 2019. Prior to this, he was a Managing Partner for a multi-billion wealth management firm in the Washington DC area, where he helped to conceptualize, build and manage a successful new wealth management division for an equity only investment management firm. Prior to his role as Managing Partner, he spent 12 years in custody sales for Fidelity, TD Ameritrade and Carson, where he was responsible for consulting with and recruiting financial advisors to these platforms.
Pete earned a Bachelor of Science Degree from Columbia Union College. He lives in the Northern Virginia area with his wife, Stacy, and two children. They love international travel, great live music and spending time at the ocean.