![Pete Acker](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Pete Acker
Gestionnaire de Portefeuille-Actions chez
Sonata Capital Group, Inc.
Profil
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.
Postes actifs de Pete Acker
| Sociétés | Poste | Début |
|---|---|---|
Sonata Capital Group, Inc.
 Sonata Capital Group, Inc. Investment ManagersFinance Sonata’s investment approach begins with an understanding of their client’s specific needs, goals, and investment preferences. With this foundation, they focus on the four controllable factors that drive long-term investment results: (1) Strategic Asset Allocation, (2) Broad Diversification, (3) Researched Assets and Manager Selection, and (4) Disciplined Rebalancing. In most cases, portfolios consist of broadly diversified market investments in US and International Equities, Fixed Income, and Cash equivalents. | Gestionnaire de Portefeuille-Actions | 01/10/2000 |
Anciens postes connus de Pete Acker
| Sociétés | Poste | Fin |
|---|---|---|
Bank of America Private Bank
 Bank of America Private Bank Investment ManagersFinance The foundation of BAPB's equity selection process is proprietary research. They use a blend of qualitative and quantitative fundamental research to target large capitalization companies that have long-term growth potential, proven earnings track records, competitive advantages and strong management. Fixed-income investments are tailored to address client-specific needs for income and capital appreciation. | Gestionnaire de Portefeuille-Actions | - |
Formation de Pete Acker
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
8
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Sonata Capital Group, Inc.
Sonata Capital Group, Inc. Investment ManagersFinance Sonata’s investment approach begins with an understanding of their client’s specific needs, goals, and investment preferences. With this foundation, they focus on the four controllable factors that drive long-term investment results: (1) Strategic Asset Allocation, (2) Broad Diversification, (3) Researched Assets and Manager Selection, and (4) Disciplined Rebalancing. In most cases, portfolios consist of broadly diversified market investments in US and International Equities, Fixed Income, and Cash equivalents. | Finance |
University of Puget Sound
 University of Puget Sound Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Bank of America Private Bank
Bank of America Private Bank Investment ManagersFinance The foundation of BAPB's equity selection process is proprietary research. They use a blend of qualitative and quantitative fundamental research to target large capitalization companies that have long-term growth potential, proven earnings track records, competitive advantages and strong management. Fixed-income investments are tailored to address client-specific needs for income and capital appreciation. | Finance |
