Adviser
Pete Galloway has extensive work experience in various roles within the financial industry. Pete currently serves as the Chief Compliance Officer at Adviser. Prior to their current position, they were the Managing Director at Adherence, LLC from 2016 to 2022. Before that, they held the position of North America Head of Inside Sales/Client Service at Standard & Poor's from 2013 to 2015. Pete also served as the North America Head of Transition Management at Barclays Capital (legacy Lehman Brothers) from 2007 to 2013. Additionally, they worked as the Global COO Transition Management at Citigroup from 2003 to 2007, the Head of Securities Lending, EMEA at Deutsche Asset Management from 2000 to 2003, and the Chief of Staff/Deputy COO, North America at Bankers Trust from 1996 to 2000.
Pete Galloway attended St. John Fisher University from 1988 to 1992, where they obtained a Bachelor of Arts degree in History and Political Science. Pete then pursued further education at Fordham University School of Law from 1992 to 1995, earning a Juris Doctor (JD) degree. No specific field of study is provided for their JD degree.
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Adviser
Adviser is a full-service wealth management firm, offering investment management, financial and tax planning, managed individual bond portfolios, and 401(k) advisory services. We’ve been helping individuals, trusts, institutions and foundations since 1994. Adviser Investments and its subsidiaries have over 5,000 clients across the country and over $8 billion in assets under management. Our portfolios encompass actively managed funds, ETFs, socially responsible investments and tactical asset allocation strategies, and we’re experts on Fidelity and Vanguard mutual funds. We take pride in being The Adviser You Can Talk To. To see a full list of our awards and recognitions, click here, and for more information, please visit www.adviserinvestments.com or call 800-492-6868.