Pete Trontis - Email & Phone Number

Senior Portfolio Manager at Exencial Wealth Advisors

Pete Trontis is based out of Charlotte, North Carolina, United States and works at Exencial Wealth Advisors as Senior Portfolio Manager.

Pete Trontis's Contact Information

Pete Trontis's Work email

p*****@exenci***.com

Valid

Latest update

March 24, 2024

Location

Charlotte, North Carolina, United States

Pete's current employer

Exencial Wealth Advisors

Description

We deliver financial advice and execution to clients across the U.S. from customized portfolios to tax and accounting.

Website

exencialwealth.com

HQ Location

Oklahoma City, OK, United States

Number of employees

51-200

Industry

Financial Services

Latest update

April 30, 2024

Read about Exencial Wealth Advisors

Frequent questions about Pete Trontis

What company is Pete Trontis working for?

Pete Trontis works for Exencial Wealth Advisors.

What is Pete Trontis's function at Exencial Wealth Advisors?

Pete Trontis is Senior Portfolio Manager at Exencial Wealth Advisors.

Where is Pete Trontis based?

Pete Trontis is based out of Charlotte, North Carolina, United States.

What is Pete Trontis's work email address?

Pete Trontis's professional email address is p*****@exenci***.com

Who are Pete Trontis's co-workers?

Pete Trontis's colleagues are Suzanne Fitzgerald, Derek Northup, Shad Besikof, Anna Park, Craig Wezenski, Kyndal Jordan, Jeff Baty, Christian Patterson, Brady Scarborough`, Kristin Carlton, Tim Courtney, Chris Meeks, Michael McGlashen, Michelle Murphy, Shelby Whitmore, Amy Sewell, Cydney Higgins, Sean Kayes, Spencer Noble, Taylor Gill, Dustin Schuetz, Jared Snider, Jason Niebauer, Abraham Olalde, Alex Klingelhoeffer, Karen Boschert, David Poudrier, Kaye Tahiliani, Andrea Elliott, Austin Winsett, Tony Saltarski, Samuel Rice, Murphy Burns, Randy Farina.

Pete's co-workers

Suzanne Fitzgerald

President, Executive Counseling

Derek Northup

CFO and Tax Director

Shad Besikof

Head of M&A and Corporate Development

Anna Park

Lead Tax Senior

Craig Wezenski

Partner & Director of Business Development

Kyndal Jordan

Tax Lead Senior

Jeff Baty

Financial Advisor - Director of Wealth Management

Partner - Senior Wealth Advisor

Tim Courtney

Chief Investment Officer

Chris Meeks

Tax Manager

Michael McGlashen

Business Development Officer California Territory

Sr. Wealth Consultant

Spencer Noble

Equity Trader, Client Service Associate

Partner & Sr. Wealth Advisor

Jason Niebauer

Full Stack Web Developer

Senior Wealth Advisor

David Poudrier

Sr. Wealth Advisor

Kaye Tahiliani

Senior Wealth Advisor

Senior Portfolio Manager

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