Stone Creek Advisors, LLC
Peter C. Borello, CFA, is a seasoned investment professional currently serving as the Director of Investments and Partner at Stone Creek Advisors, LLC since May 2023. Previously, Peter Borello held various roles at Manning & Napier from September 2009 to December 2022, including Research Analyst focused on Equity Research and Portfolio Analysis, as well as Senior Associate positions in Option Strategies and Short Equity Hedge Fund Analysis. Peter Borello began their career at Hayes Asset Management as an Analyst from November 2006 to August 2009. Academically, Peter Borello earned an MBA in Finance from St. Bonaventure University and a BBA in Finance from the same institution.
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Stone Creek Advisors, LLC
The world has fundamentally changed. Having the ability to evolve and adjust to current markets is critical. At Stone Creek Advisors, we believe that building a solid financial plan is the most important step toward navigating today’s rapidly changing economic cycles and successfully reaching your objectives. Our partnership was formed through a shared vision of a customized investment experience—one that fulfills our clients’ unique needs, goals, and aspirations for their legacy. We take a collaborative approach to wealth management that’s rooted in data. Our dynamic, rigorous process, with a macroeconomic focus, proactively adjusts client portfolios to put them in the best position to take advantage of opportunities. We build relationships with our clients’ attorneys, accountants, and beyond to help with estate planning, insurance, real estate investments, and tax planning. Collectively, we have over 50 years of diversified experience in research, investing, portfolio and risk management, and client servicing. As a fee-only fiduciary advisor we put clients’ interests above our own. We do not have our own proprietary funds which allows us flexibility in how we allocate money, providing best-in-class solutions that align with the current environment. By truly getting to know our clients, we combine market data with a deep understanding of their goals to create meaningful outcomes for the lives they envision. Interested in learning more or a second opinion on your portfolio? Book a complimentary appointment: https://outlook.office365.com/owa/calendar/StoneCreekInitialConsultation@mgo-inc.com/bookings/ Areas of Expertise: Strategic planning: Tax Considerations, Income & Withdrawal Strategies, College Savings, Cash Flow & Budgeting, Charitable Giving, Estate Planning, Insurance Needs & Evaluation Portfolio Management: Investment Selection, Risk Tolerance, Asset Allocation, Portfolio Monitoring, Asset/Liability Matching, Goal Monitoring, Outside Asset Review