Pete Eberhart
Principal at Henry H. Armstrong Associates
- Role
- Managing Director at Henry H Armstrong Assoc Inc
- Location
- Pittsburgh, PA, US
- LinkedIn followers
- 500 followers
About Pete Eberhart
Specialty - cultivating relationships with affluent families and their advisers and…
Experience
Managing Director
Oct 2009 — Present · Pittsburgh, PA, US
Henry H. Armstrong Associates, Inc. provides family office services for ultra high net worth families, and I am responsible for coordinating all client wealth management issues including: asset allocation; investment manager evaluation; trust and estate planning; tax planning; philanthropy; cash flow and budgeting; insurance; and family governance. This function requires frequent and tactful coordination of various client advisers to ensure a fully integrated wealth plan. Our process allows families to review, comprehend, and amend their entire wealth profile in one place. This benefits current and future generations by providing a snapshot of the current wealth position and wealth planning for the future. I lecture frequently to groups of clients, centers of influence, and philanthropic organizations.
Education
University of Pennsylvania
BA
1988 — 1992
Emory University School of Law
JD
1994 — 1998
Emory University - Goizueta Business School
MBA, Finance
1994 — 1998
Skills
- Wealth
- Asset Management
- Financial Planning
- Personal Financial Planning
- Asset Allocation
- Planned Giving
- High Net Worth Individuals
- Asset Managment
- Holistic Financial Planning
- Family Office
- Strategic Financial Planning
- Investment Management
- Multi-Generational Planning
- Estate Planning
- Public Speaking
- Investments
- Investment Strategies
- Alternative Investments
- Philanthropy
- Business Development
- Wealth Management
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