Peter Acker
Director, Senior Portfolio Manager
pete@sonatacap.com
Pete joined Sonata in 2000 and has had over a 40-year career in the financial services industry. As a Senior Portfolio Manager Pete works with a variety of clients building retirement and investment plans unique to each individual. Prior to joining Sonata he 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. Pete is a graduate of the University of Puget Sound and has attended the New York Institute of Finance.
Professional & Community Activities:
- Franklin High School Foundation for Educational Excellence Board
Favorite Quote:
- “Our favorite holding period is forever.” Warren Buffett
Where to find Peter when he is not at work:
- Traveling with his wife Susan
- Taking care of his nine grandchildren
- Working on his golf game
Clients Peter works with:
- Families who are seeking a high level of service both professionally and personally
Best Part of My Job:
- Spending time with clients whether at work or socially
Three words that best describe me:
- Personable
- Empathetic
- Entertaining