Pete Dinardo
Senior Vice President Institutional Financial Advisor at Captrust
Based in Austin, United States
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Seniority
Vp
Department
Finance & Accounting
Location
Austin
Industry
Financial Services
Company size
1.8K
Contact information
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p•••••••@captrust.com
Phone
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Background
About Pete Dinardo
I joined CAPTRUST in 2018 and serve as a financial advisor to fiduciaries of corporate retirement plans and non-profit organizations. My areas of expertise include investment selection, monitoring and due diligence, plan design and governance, vendor management, and employee education. The National Association of Plan Advisors has recognized the Austin Team as a Top DC Advisor Team in 2019, 2020, 2021, 2022, 2023, and 2024. Our firm was built on the premise that investors are best served by advisors who are motivated to focus exclusively on the best interests of their clients. This unwavering commitment to independence and transparency has enabled CAPTRUST to grow from the vision of its entrepreneurial founders to one of the largest independent advisory firms in the country.
Decision-makers
Other people at Captrust
- MWManager
Marcie Werner
Client Management · Customer/Client Service
- MCDirector
Maura Copsey
Principal, Financial Advisor · Finance & Accounting
- BGDirector
Ben Goldman
Principal · Finance & Accounting
- RADirector
Roberta Angelo
Director Retirement Services · Finance & Accounting
- SLStaff
Susan Lubeck
Senior Specialist Financial Planning · Finance & Accounting
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