Director, Senior Portfolio Manager
Pete joined Sonata in 2000 and has had over a 40-year career in the financial services industry. As a Senior Portfolio Manager Pete works with a variety of clients building retirement and investment plans unique to each individual. Prior to joining Sonata he spent 25 years at Bank of America and Seafirst working as a Senior Portfolio Manager and Branch Manager. He began his career in 1969 working as a stock broker for Shearson Hammill in Seattle. Pete is a graduate of the University of Puget Sound and has attended the New York Institute of Finance.