Pete C.

Pete C. has extensive experience in the investment and wealth management industry. Pete began their career in 1999 as a Managing Director with Prudential Securities and obtained their Portfolio Manager Designation in 2001 at Lehman Brothers. In 2002, Pete C. moved to Wachovia Securities as a Senior Investment Advisor and Portfolio Builder. In 2006, they joined Trivest Investment Partners and Bright Trading as an Investment Advisor and Portfolio Construction. In 2008, Pete C. became a Managing Director Fixed Income at Beacon Capital Markets. In 2010, they moved to PNC Investments as a Senior Investment Advisor. In 2013, Pete C. joined NewBridge Global LLC as a Portfolio Management and Portfolio Construction and coined a concept called "Focused Diversification". In 2018, they joined Chaikin Analytics as a Chief Market Strategist, Managing Director Head of Enterprise and Advisor Solutions, and Director of Advisor Strategies and Enterprise Sales. In 2019, Pete C. moved to PortfolioWise as a Managing Director and Head of Enterprise and Advisor Solutions.

Pete C. attended Fairleigh Dickinson University from 1986 to 1989, where they earned a Bachelor of Science (BS) in Business Management. Prior to that, they attended McCorristin High School.