Pete is primarily responsible for ongoing research and investment due diligence for Crestwood’s diversified array of asset classes. Pete believes that “Crestwood’s thorough investment analysis and independent focus provide clients the opportunity to achieve long term financial goals.”
Prior to joining Crestwood, Pete worked as an institutional product manager at Columbia Threadneedle Investments focusing on market research and product positioning. Previously, he worked as a regional sales director covering the retirement channel for Columbia Management.
Pete graduated from Providence College with a BS in Finance and holds the Chartered Financial Analyst (CFA) designation. Pete is a member of the CFA Institute and the Boston Security Analysts Society. He contributes regularly to the American Red Cross and the American Cancer Society. Pete resides in South Boston and can be reached at email@example.com.