MEET PETER
With a career spanning over 30 years with Exxon and Exxon Mobil, Pete brings a unique perspective to the team. A native of Northern Virginia, Pete earned a B.S. in Chemical Engineering from the University of Cincinnati before accepting the first of a series of Exxon assignments in Baytown, TX in 1977. His focus on continual education resulted in further advanced degrees in Chemical Engineering, as well as an M.B.A with a concentration in business modeling and economic forecasting, from the University of Houston.
When Pete retired, he found that his interest in economics, as well as his qualifications and particular insight, were a great fit for the team at Bogart Wealth. Having gone through the retirement process himself, he is a valuable resource for clients planning their own retirements – especially for those who plan to enjoy rewarding second careers as he does. He holds both Life and Health Insurance licenses.
In addition to serving as a Financial Advisor at the firm, Pete also serves as the lead trainer of Bogart Wealth’s Advisor Growth Track program, a professional growth and training program for both emerging talent and experienced financial advisors, where motivated individuals can work “all the stations” and find their groove within an established and quickly-growing wealth management firm.
Pete enjoys participating in a range of volunteer activities, including: Rebuilding Together Houston, where he continues to participate on a team sponsored by ExxonMobil Chemical; The Stock Market Game, a program sponsored by the SIFMA Foundation that brings financial education to area schools; and, the SBA Emerging Leaders Program, where he mentors small business owners endeavoring to grow their business. At other times, you are likely to find Pete either at the gym pumping iron or in an easy chair reading yet another book on macroeconomics, global politics, medicine, or nutrition.
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