Pete Kokolus

Background

About Pete Kokolus

I am a confident, results-oriented Outsourced Chief Investment Officer (OCIO) offering 20+ years of experience advising a wide range of institutional clients on evaluation of investment objectives, establishing investment policy, selecting investment managers, and monitoring investments. I am a visionary leader exceeding expectations by seamlessly managing a comprehensive book of business, providing investment advice and guidance, and engaging and presenting critical insights to high profile investment committees and board of directors. As a dynamic, collaborative business leader, I coach, mentor, and effectively lead a team of investment consultants. I proactively address client staffing needs, while efficiently managing cost to serve. I am a committed, proactive behind-the-scenes advisor who fosters a positive, forward-thinking culture by effectively delegating tasks, following through with responsibilities, continuously researching and applying new trends and discoveries, and providing inspirational leadership and opportunities to take the initiative. I serve as a trusted advisor by spearheading financial analysis, consulting, and business analytics subject matter expertise to manage the overall, end-to-end forecasting and annual planning process. Throughout my professional career, I have illustrated deep experience with investment analytics and how to effectively deliver and engage with high-profile clients. I genuinely enjoy developing direct reports into confident and responsible investment professionals. Alongside this, as an adaptable relationship manager, I quickly inspire trust to establish long-term relationships for optimal solutions. Team Management | People Leadership | Asset Allocation | Portfolio Construction | Private Investments | Public Speaking | Data Organization & Interpretation | Capital Market Forecasts | Change & Problem Management | Process Improvement | Commercial & Business Awareness | Expense Management | P&L Statements | Financial Statements | Financial Services | Business Process | Risk Management | Environmental, Social, and Governance