In pursuit of purpose, passions, and legacy.

With nearly two decades of experience across institutional finance, Peter brings a multi-disciplinary perspective to his work at Telos. His background spans several areas of finance, including structured credit, investment banking, hedge fund investing, and early-stage venture capital. He began his career at Credit Suisse and later held investment roles at Napier Park Global Capital and Phoenix Investment Adviser. He also served as a Principal at Charge Ventures, a pre-seed venture fund, and has been an active angel investor since 2015.

Peter works with founders, executives, and high-net-worth families on investment management, financial planning, and exit strategy — with particular focus on liquidity events, concentrated positions, and the transition from operator to investor. He is also a trained performance and executive coach, with certifications from The NLP Center of New York, Co-Active Training Institute, and Coaches Rising.

With more than fifteen years of institutional portfolio management experience, Chris brings deep technical investment expertise to his work at Telos. His background includes a decade-long tenure at Foster & Foster, a $1B single-family office, where he was instrumental in managing a diverse portfolio of equities, credit, derivatives, and alternative assets.

Chris has a unique ability to construct customized investment portfolios through innovative strategies — including direct indexing to generate tax efficiencies, active equity management to capture specific investment factors, option overwrite strategies, and a variety of other creative methods designed to meet the unique goals of his clients.

Though surrounded by and inspired by the arts, Brandon chose to study business as an undergraduate, influenced by an entrepreneurial father and a grandmother who taught early lessons in investing.

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Brandon's career began in the wirehouses, first in Charleston and then in Charlotte, the financial hub of the South. Early roles in operations and administration built a strong appreciation for client service and the back-office support behind it. It soon became clear that Brandon's real passion was client-facing work: helping people create meaningful financial strategies.

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Over 22 years in the industry, Brandon has learned that people's most valuable assets are not financial. They are health, time, and the people we love and serve. Today, Brandon's work centers on helping women in transition design lives of stability, purpose, and possibility. Through education, strategy, and support, Brandon guides clients to align their resources with what matters most, so they can thrive, not just survive.

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Outside of work, Brandon enjoys cooking, practicing yoga, walking Skydog in the park, and going to live music events. Family is at the center of it all: two teenage daughters, a spouse, and Brandon's mom, who lives close by.

Nick brings a comprehensive, planning-first perspective to his work at Telos, shaped by six years as a financial advisor helping clients navigate every aspect of their financial lives. While working in financial planning, he started a tax business on the side to better support existing clients and quickly recognized a major disconnect between traditional financial planning and tax strategy.

Nick’s work is centered on helping clients make thoughtful, tax-efficient decisions that align with their broader financial goals, not just their annual tax return. Having worked as an advisor himself, he also brings a unique ability to collaborate effectively with financial advisors and helps ensure clients benefit from stronger coordination between tax and financial planning.