Pete Acker
Gestore di Portafoglio-Azioni presso Sonata Capital Group, Inc.
Profilo
Mr. Peter G.
Acker is Director & Senior Portfolio Manager at Sonata Capital Group, Inc. He has over a 40-year career in the financial services industry.
As a Senior Portfolio Manager he works with a variety of clients building retirement and investment plans unique to each individual.
Prior to joining Sonata, Mr. Acker 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.
He is a graduate of the University of Puget Sound and has attended the New York Institute of Finance.
Posizioni attive di Pete Acker
Società | Posizione | Inizio |
---|---|---|
Sonata Capital Group, Inc.
Sonata Capital Group, Inc. Investment ManagersFinance Sonata Capital Group, Inc. (Sonata) is an independent registered investment adviser headquartered in Seattle, Washington. The firm was founded by Timothy Cummins in 2000. Sonata provides investment advisory services on a discretionary basis to individuals, high net worth individuals, trusts, charitable institutions, foundations, and endowments. | Gestore di Portafoglio-Azioni | 01/10/2000 |
Precedenti posizioni note di Pete Acker
Società | Posizione | Fine |
---|---|---|
Bank of America Private Bank
Bank of America Private Bank Investment ManagersFinance A subsidiary of Bank of America Corp. (NYSE: BAC), Boston-based Bank of America Private Bank (BAPB) offers private banking and wealth management services. | Gestore di Portafoglio-Azioni | - |
Formazione di Pete Acker
University of Puget Sound | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 2 |
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Sonata Capital Group, Inc.
Sonata Capital Group, Inc. Investment ManagersFinance Sonata Capital Group, Inc. (Sonata) is an independent registered investment adviser headquartered in Seattle, Washington. The firm was founded by Timothy Cummins in 2000. Sonata provides investment advisory services on a discretionary basis to individuals, high net worth individuals, trusts, charitable institutions, foundations, and endowments. | Finance |
Bank of America Private Bank
Bank of America Private Bank Investment ManagersFinance A subsidiary of Bank of America Corp. (NYSE: BAC), Boston-based Bank of America Private Bank (BAPB) offers private banking and wealth management services. | Finance |
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