About

Strategic Investment Associate Vice President | Portfolio Manager | Builder of High-Performing Teams

I’m Peter Flores—Austin-based, Chicago-raised, and forged in the discipline of managing $12.5B+ across complex, multi-asset portfolios. With 15+ years of experience, I’ve delivered results through volatile markets by aligning strategy with precision execution, institutional discipline, and client-first thinking.

I’ve held Series 7, 66, QKA, and QPA credentials, and I’m actively pursuing the CFA, CIMA, and Alteryx certifications to sharpen my strategic and data-driven edge. From high-net-worth families to institutional platforms, I’ve built systems that grow, retain, and protect capital—while developing the next generation of leaders with rigor and purpose.

Outside the markets, I’m a husband, a proud dog dad to three, and someone who leads with conviction, humility, and a builder’s mindset. I believe leadership is earned, trust is everything, and the best results are shared.

Let’s connect—and create meaningful outcomes.