Pete Gillis

Pete Gillis

Wealth Advisor

As a Wealth Advisor at Pallas Capital, Pete Gillis brings a wealth of experience and a proven track record in managing complex financial portfolios and fostering profitable client relationships. As a Wealth Advisor, Pete will assist the team with Ultra High Net Worth (UHNW) and High Net Worth (HNW) clients and opportunities. He will leverage his extensive experience to provide tailored financial strategies for these clients.

Prior to joining Pallas, Pete served as a Managing Director in the Equities Department at Piper Sandler, where he excelled, covering institutional accounts across the country. His expertise in handling some of the largest Hedge and Mutual Funds in the nation, combined with his adeptness in orchestrating multi-million-dollar deals across equity and debt markets, has solidified his reputation as a trusted advisor in the financial community.

Before his tenure at Piper Sandler, Pete was a Principal at Sandler O’Neill and Partners, where he honed his skills in financial analysis, capital markets, and client relations since 1998. His extensive background in steering strategic financial initiatives, driving operational excellence, and optimizing capital performance for diverse portfolios has been instrumental in his ability to deliver sustainable growth within dynamic financial landscapes.

Pete received his Bachelor of Arts in Economic from Boston College and his Juris Doctor from Suffolk University Law School of Boston.

Beyond his professional pursuits, Pete finds relaxation in golf and hockey, and he loves fishing when he’s out on the water. He resides on Martha’s Vineyard with his wife, son, daughter, and two dogs, cherishing family life amidst this picturesque island setting.

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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