Meet Our Newest Team Member: Peter Erin

By Ahmie Baum, CFP® CFBA

Interchange Capital Partners is pleased to introduce Peter Erin, our new vice president of the financial strategies team. Peter’s strong background and experience in investment management and venture capital align well with our core mission of supporting founders and family businesses.

Peter is dedicated to helping founders and family businesses steer through significant changes. His multifaceted background in across the investment industry gives Interchange Capital Partners an edge in helping family-owned businesses face and overcome common challenges.

Peter’s Background

Peter Erin comes to Interchange with truly unique experiences in several facets of modern finance. His deep interest in mathematics and economics made a career in finance a logical choice for his future.

He started his career at Wilshire Associates as an advisor to institutional clients on asset allocation and investment manager selection. At Innovation Works, he helped entrepreneurs secure early financing and developed capital funding strategies for portfolio companies. He also served as a board observer.

Peter worked in Consultant Relations at MSCI, collaborating with global investment consultants to structure equity allocations and integrate factor investing and ESG frameworks. He managed indexed global equity portfolios for Mellon, eventually relocating to San Francisco to oversee product strategy initiatives.

Even with Peter’s extensive, top-level experience, he still maintains an active curiosity about market dynamics, innovation, as well as capital allocation and analytics. Interchange is excited to bring on a strategist and analyst of Peter’s caliber.

Peter’s Role With Interchange

Perhaps the most valuable asset Peter brings to Interchange Capital Partners is his interdisciplinary vision. His perspective is informed by his experience working with various asset classes, investor types, and market segments. His diverse range of abilities allows him to link seemingly unrelated concepts, discover overlooked opportunities, and build well-rounded, forward-looking strategies.

With his diverse background, Peter has a strong grasp of the various challenges family business owners face. Whether he’s working with early-stage capital, setting up complex ownership transitions, or managing multi-generational wealth, Peter’s skills and resources are an invaluable addition to our firm.

His primary focus is on guiding family business owners through changes in ownership, liquidity strategies, and estate and trust planning. He’ll also rely on his experience in investment management, asset allocation, venture capital, and quantitative investing to put family business owners in a strategic position.

Peter also finds prospective clients, conducts deep research on trust structures, and provides tax-efficient estate planning. He’ll help family-owned businesses navigate complex dynamics and issues, giving them a competitive financial edge.

He works alongside other firm members to refine Interchange’s all-encompassing advisory framework. He’ll help clients explore strategies designed to preserve and grow wealth that can span future generations.

Peter shares, “The most rewarding aspect of my work is partnering with founders and family businesses to solve complex challenges at the intersection of their businesses and investments.”

Peter Outside of the Office

When he’s not working, Peter enjoys spending quality time with his wife, Monica, and daughter, Rory. His personal passions include golfing, gardening, mountain biking, horseback riding, and continually refining his grilling techniques.

A Complete Firm Working for Your Family Business

Interchange Capital Partners is always excited when we bring in exceptional talent like Peter Erin. It’s rare to find someone with his breadth of experience, yet he still retains a deep dedication to finding answers for family businesses trying to remain competitive. When those principles and talents align, everyone wins.

If your family business requires consulting services, strategies for liquidity and succession planning, or guidance on planning for generational wealth, please contact us to arrange an initial consultation. If you’re looking for a personal, trusting partnership, reach out today by emailing team@interchangecp.com or calling our office at 412-307-4230 to schedule an introductory appointment.

Disclosures

Interchange Capital Partners, LLC, (“INTERCHANGE CAPITAL PARTNERS”) is a registered investment adviser with the Securities and Exchange Commission, providing investment advisory and financial planning services. Any reference to the terms “registered investment adviser” or “registered” does not imply that INTERCHANGE CAPITAL PARTNERS or any person associated with INTERCHANGE CAPITAL PARTNERS has achieved a certain level of skill or training. A copy of INTERCHANGE CAPITAL PARTNERS’s current written disclosure (ADV 2A Firm Brochure) discussing our advisory services and fees is available for your review upon request. INTERCHANGE CAPITAL PARTNERS, in addition to providing investment advisory and financial planning services, provides business consulting services. In connection with its business consulting services, INTERCHANGE CAPITAL PARTNERS does not provide tax or legal advice. INTERCHANGE CAPITAL PARTNERS does not provide investment advice prior to entering into an investment management agreement.

This material is proprietary and may not be reproduced, transferred, modified, or distributed in any form without prior written permission from INTERCHANGE CAPITAL PARTNERS. INTERCHANGE CAPITAL PARTNERS reserves the right, at any time and without notice, to amend, or cease publication of the information contained herein. Certain of the information contained herein has been obtained from third-party sources and has not been independently verified. It is made available on an “as is” basis without warranty. Any recommendations, projections, market outlooks, or estimates are based upon certain assumptions and should not be construed as indicative of actual events that will occur.