Pete is the Co-Portfolio Manager of the Broadleaf Growth Equity Portfolio. He has been in the finance industry since 2018 and has a proven track record of analyzing portfolio companies and identifying growth opportunities. Prior to joining the firm in 2021, he specialized in auditing mutual funds, hedge funds, and other investment products.
Background
Pete graduated magna cum laude from The Ohio State University with a B.S. in Accounting and Finance. He is a CFA® Charterholder, a Certified Public Accountant (CPA), and a member of CFA Society Cleveland. In addition to his professional accomplishments, Pete is an outdoor enthusiast who enjoys cycling, backpacking, and cheering on his favorite sports teams, the Cleveland Guardians and Cleveland Browns. He currently resides in Hudson.
