Welcome to Pathstone.
775+* team members.
Specialized expertise.
$170B+ in aggregate assets.**

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Peter Sunwoo is a Director in the Advisory Operations group at Pathstone. Peter leads a team focused on client investment and research data operations, reporting, and governance, providing data for use across the organization and in client reports. His team is also responsible for supporting the development and implementation of data solutions and data integration initiatives for the firm.

Prior to joining Pathstone, Peter was a Principal and Head of Data Operations at Hall Capital Partners LLC, an Outsourced Chief Investment Office (OCIO) which advised on $45 billion of client assets. He was also previously responsible for managing the Portfolio Management Group in San Francisco and New York, overseeing all aspects of portfolio reporting, investment strategy implementation, and operations. Peter joined Hall Capital Partners as an Analyst in 2003.

Peter graduated from the University of California at Berkeley with a Bachelor of Arts in Political Economy.

Peter lives in Oakland, California, with his wife and three sons. He enjoys traveling with his family, coaching middle school basketball, working on his tennis game, and cheering on his Lakers.

GROUPS

Advisory Operations

Reporting

PRIMARY OFFICE

San Francisco, California


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