Peter supports the firm’s consulting efforts by authoring fund performance reviews, creating and assembling client reports and managing relationships with custodians and portfolio managers. Peter is a member of the firm’s Mission-Aligned Investing Team® and an integral contributor to the firm’s Financial Institutions practice. Prior to joining the firm in 2017, Peter was an Investor Accountant at Heitman Capital Management. He graduated from Miami University with a BS in Finance and is a CFA Level I Candidate. Peter enjoys being out on the water (boating and spear fishing), the ski slopes and cheering on the New England Patriots.