Pete brings more than 20 years of experience in business development, sales and financial services to Forum. As Managing Director – Business Development, Pete is responsible for investor client acquisition and capital raise efforts.
Prior to joining Forum, Pete was the Managing Director – National Sales Manager at Ares Management. There, he led the Wealth Management Team and was responsible for the development and implementation of sales strategies to effectively raise capital through a broad spectrum of private alternative investments with a focus on the mass affluent and high-net-worth investors. Before that, he held roles as the Senior Vice President – Internal Sales at Black Creek Capital and Vice President – National Sales Desk at Jackson.
Pete holds Bachelor of Arts degrees in Communication and Sociology from the University of Colorado – Boulder and holds his FINRA Series 7, 24 and 63 licenses. Outside of work, he enjoys spending time with his wife, Amy, and their two kids – Reagan and Max. The athletic endeavors of Reagan and Max keep Pete and the family very busy, but in any free time, you will find him cheering for his favorite sports teams including his alma mater, the University of Colorado.