Peter AckerPeter Acker
Director, Senior Portfolio Manager
pete@sonatacap.com

Pete joined Sonata in 2000 and has had over a 40-year career in the financial services industry. As a Senior Portfolio Manager Pete works with a variety of clients building retirement and investment plans unique to each individual. Prior to joining Sonata he spent 25 years at Bank of America and Seafirst working as a Senior Portfolio Manager and Branch Manager. He began his career in 1969 working as a stock broker for Shearson Hammill in Seattle. Pete is a graduate of the University of Puget Sound and has attended the New York Institute of Finance.

Professional & Community Activities:

  • Franklin High School Foundation for Educational Excellence Board

Favorite Quote:

  • “Our favorite holding period is forever.” Warren Buffett

Where to find Peter when he is not at work:

  • Traveling with his wife Susan
  • Taking care of his nine grandchildren
  • Working on his golf game

Clients Peter works with:

  • Families who are seeking a high level of service both professionally and personally

Best Part of My Job:

  • Spending time with clients whether at work or socially

Three words that best describe me:

  • Personable
  • Empathetic
  • Entertaining