Pete Nunley, CFA, MBA
Director of Asset Management
In my position as director of asset management for Independent Financial Partners and Forefront Wealth Partners, I assist in conducting due diligence for investments, provide assistance to advisors with investment-related tasks, run regression analyses using economic variables to attempt to predict market returns, assist in the surveillance of Schwab, Fidelity, and TD Ameritrade accounts and much more.
Prior to joining our team, I served as a business analyst for Citigroup’s global custody business in Tampa, Florida. Previously, I also worked as an Operations Analyst for Goldman Sachs’ Investment Banking Operations department in New York City.
I graduated summa cum laude from the Isenberg School of Management at the University of Massachusetts, Amherst with a bachelor’s degree in operations management. Additionally, I received my MBA from the University of Florida’s Hough Graduate School of Business in April 2013.
I currently hold my Series 7 with LPL Financial and 65 registrations with IFP, along with a Chartered Financial Analyst (CFA) designation.