Pete Trontis

Pete Trontis is a senior portfolio manager in our Huntersville, North Carolina, office, where he focuses on asset allocation, portfolio construction, investment research, security selection, and risk management. He began working at Savant in 2026 when Exencial Wealth Advisors joined the firm.

With more than 20 years of experience in the financial services industry, Pete helps drive investment strategy and portfolio management initiatives that support clients’ long-term financial goals. He provides insight across a wide range of investment disciplines, including equity research, asset allocation, portfolio construction, and risk oversight.

Pete serves as lead or co-lead portfolio manager for several investment strategies, including large-cap core, international equity, defensive equity, multi-asset income, and thematic equity portfolios. He has played a key role in developing and strengthening investment processes designed to enhance security selection and support a disciplined investment process.

In addition to managing investment strategies, Pete collaborates with clients and advisors to discuss market trends, portfolio positioning, account performance, and new investment opportunities.

Before joining Savant, Pete held investment research, risk management, and portfolio oversight roles at Exencial, Horizon Investments, Wells Fargo Securities, and Bank of America. Throughout his career, he has combined analytical rigor with a disciplined investment approach to help clients navigate changing market environments.

Pete graduated cum laude with a bachelor’s degree in economics and finance from DePaul University in Chicago and a Master of Business Administration (MBA) from Duke University’s Fuqua School of Business, where he graduated as a Fuqua Scholar, an honor awarded to students in the top 10% of their class. He is a Chartered Financial Analyst® (CFA®) charterholder and a member of the CFA Society of North Carolina.

When he is not working with clients and advisors, Pete enjoys spending time with his wife and two sons, staying active, following Chicago sports teams, and traveling with his family.