our team

Pete Franz

Chief Investment Officer

Pete is responsible for setting, managing and articulating the firm’s investment platform and approach.  He interacts with sponsor partners, monitors markets, and conducts portfolio analysis and construction – to match client allocations with their objectives. He also works directly with families as a trusted advisor in delivering customized wealth management strategies.  Pete lives in Chagrin Falls with his wife, Molly and their three children Sam, Charlotte and Peter.

Professional designations
Chartered Financial Analyst (CFA®)
Certified Financial Planner (CFP®)
Wittenberg University – Bachelor of Arts, Political Science (2004)
Chagrin Falls Youth Sports
Federated Church of Chagrin Falls Legacy Fund Chair
Greater Cleveland Habitat for Humanity Finance/Endowment Committees
Foundation for Geauga Parks Investment Committee
Wrestlers In Business Cleveland Chapter Board Member
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