Our Team

Follow the facts

Pete Klas

Registered Fiduciary, Financial Advisor

Pete Klas

Phone: (919) 490-6717 x123

Pete has over 14 years experience in investment consulting and financial planning. As a Registered Fiduciary, Pete oversees the delivery of fiduciary services for all defined contribution plans in Verity’s Employer Plans Division. In addition to serving as a member of the Verity Field Advisory Group, Pete is responsible for the selection and monitoring process for all participant investment menu selections in our group plans, and serves as portfolio manager for model allocation services on our institutional 401(k) and 403(b) plan platforms.