Principal Financial Officer/Treasurer - AOG Institutional Fund
Pete joined the team in May 2023 as an outsourced PFO and Treasurer for the AOG Institutional Fund (“AOGFX”). Pete is an employee of PINE Advisor Solutions in Denver, Colorado where he serves as a Director of PFO Services.
In his role as PFO and Treasurer, he liaises with AOGFX’s audit firm, fund accountant/administrator, custodian on all AOGFX related activities. Pete has oversight over AOGFX’s regulatory filings and is the chair of the Valuation Committee.
Pete has over 24 years of experience in the financial services and asset management industries. Over the course of his career, he has gathered extensive experience with open-end multi-class funds, listed closed-end funds, interval and tender offer funds, ETFs, and master-feeder fund structures.
Pete obtained his BS in Business Management from the University of Massachusetts, Dartmouth.