In The News

July 8, 2019

 

To Our Valued Hohimer Wealth Management Family of Clients, 

 

It is with great sadness we write to inform you of the unexpected passing of our cherished colleague, Pete A. Galloway, our Senior Portfolio Manager. Our deepest sympathies go out to his family and friends as we continue to lift them up in our thoughts and prayers. 

Pete had over 46 years of experience in the financial services industry where he developed a keen focus on best-in-class portfolio management. Ten years ago, we were blessed to have Pete join our team where he continued to care passionately about providing portfolio models tailored for each client's individual needs.

Our entire company mourns the loss of Pete and will continue in a deliberate way to provide the level of care we observed Pete give to each of you. Alex Peters, MBA, CFA®, our Director of Investments, has been appointed oversight of our portfolio management responsibilities. Alex has over 20 years of experience as a portfolio manager and research analyst with Franklin Templeton Investments. As a Portfolio Manager, he developed expertise in asset classes including bonds, stocks, loan and structured notes. In his role as Director of Investments for Hohimer Wealth Management, Alex oversees the investment process and will now be responsible for designing, analyzing, and maintaining portfolio models as well. A graduate of University of Washington, Alex received his MBA from the University of San Francisco and holds the designation of Chartered Financial Analyst. We have the utmost confidence in his abilities to serve you at the highest level. 

I am confident our new structure will honor Pete's memory by continuing the work he loved so much. I will continue to oversee our investment management team and work closely with them to provide each client with the highest level of personal service you expect from us. Please keep Pete's family in your thoughts during this difficult time.  His family has asked for privacy for now. We will inform you when we have additional information of a funeral service or a celebration service. If you have any questions, please do not hesitate to call me.

 

Sincerely, 

David H. Hohimer, CPWA®, AIF®

Managing Partner and the entire team at

Hohimer Wealth Management 

 

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https://advisorhub.com/wells-fargos-fledgling-ria-channel-to-end-year-with-11-advisors/

 

Wells Fargo: Chaperone to breakaway brokers?

https://www.financial-planning.com/news/wells-fargo-plans-next-steps-for-new-ria-channel

 

Barrons:

https://www.barrons.com/articles/wells-fargos-ria-channel-adds-another-firm-51556746629?mod=hp_ADVISOR

 

Bar Chart:

https://www.barchart.com/story/stocks/quotes/WFC/overview/1891645/650m-wells-fargo-team-opens-ria-hohimer-wealth-management

 

CityWire:

https://citywireusa.com/registered-investment-advisor/news/650m-wells-fargo-advisors-team-goes-independent/a1224862

 

WealthManagement.com:

https://www.wealthmanagement.com/industry/new-ria-firm-partners-wells-fargos-first-clearing-custody-service

 

PRNewsWire:

https://www.prnewswire.com/news-releases/650m-wells-fargo-team-opens-ria-hohimer-wealth-management-300840508.html?tc=eml_cleartime