Chief Investment Officer
Principal & Portfolio Manager
Joined Bahl & Gaynor in 2019
Joined industry in 1999
Prior to joining Bahl & Gaynor in 2019, Pete was Director of Growth & Income Strategies at ClearArc Capital, which included lead management responsibilities for the firm’s dividend growth products. Prior to ClearArc, Pete was a Portfolio Analyst at Pacific Investment Management Company (PIMCO). His experience also includes a role as National Default Manager at Quality Loan Service, Inc. in the mortgage servicing industry.
Educational Background
- Chartered Financial Analyst® charterholder (2002), CFA Institute
- Bachelor of Science in Business Administration (1999), Summa Cum Laude, California State University
Affiliations
- Cincinnati Nature Center, Board Member
- CFA Society of Cincinnati, Member
- Ronald McDonald House of Greater Cincinnati, Past Finance Committee Member
