Pete joined ORH as a natural progression of his career in investment management and technology, and his success and enjoyment as an investor and advisor in the Search Fund industry. Pete is also a San Francisco Chair for TIGER 21, the premier peer-to-peer network for successful wealth creators. For over 25 years Pete led teams in capital markets and institutional investment management for organizations including BARRA, Montgomery Asset Management, Barclays Global Investors (BGI), and BlackRock. Pete’s teams raised in excess of $100 billion during that time and were pioneers in fixed income, successfully launching first-of-their-kind hedge funds and ETFs. After a combined 15 years at BGI and BlackRock, Pete led the Financial Services business at Incapture Technologies, a joint technology and hedge fund startup.
In 2016, Pete pursued his passion for helping companies maximize their success and began serving as an investor and advisor to a number of private companies within the US and Canada. Pete leverages this experience and network as a partner with Open Road Holdings. Pete earned his BA at Columbia University and his MBA at UC Berkeley. He also serves on the Investment Committees of John Muir Health, Futures Without Violence and Piedmont Council BSA.