Pete is an Associate Portfolio Manager at Broadleaf, with a strong background in the financial services industry. He joined the firm in 2021, bringing expertise from his tenure at Cohen & Company, where he specialized in audits of mutual funds, hedge funds, and other investment products. Pete has a proven track record of analyzing portfolio companies and identifying growth opportunities.
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.
