
Pete Alliegro, CFA
Director of Business Development
Pete has over 30 years of investment and wealth management experience. Prior to joining SteelPeak Wealth, he was a Portfolio Manager at Morgan Stanley and U.S. Trust. In addition, Pete worked as a Fixed Income Product Specialist at Nuveen Asset Management, and as an Institutional Consultant at Wilshire Associates. He also has experience in real estate (multi-family and student housing) and is a member of CalALTS.
Pete earned an Economics degree from the University of Delaware and an MBA from the Lubin School of Business at Pace University. He also holds the designation of Chartered Financial Analyst (CFA®) from The CFA Institute and is a member of the CFA Society of Los Angeles (CFALA).
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Pete

In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.