Pete Hartman

Senior AMD Operations Associate

A Senior AMD Operations Associate with Moran Wealth Management®, Pete Hartman is a New Jersey native with a wealth of experience in the financial services industry. Most recently, he served as a Titles Manager in trading and trade support at Wasmer Schroeder/Charles Schwab.
In his role, Pete handles the operations within Moran Wealth’s Asset Management Division. He ensures the accuracy and confidentiality of client reports by auditing for inconsistencies and resolving issues as needed.

Now living in Southwest Florida with his family, Pete has self-appointed himself to the title of ‘Husband and Dad of the Year.’ If he wasn’t working in finance, he would have loved to become a professional hockey player which meshes well with his favorite pastime of watching Philadelphia sports.