IC Speaker Series: Pedro Tonietto | Wealth Warden Partners
by
Mon, Feb 16, 2026
7 PM – 8:30 PM EST (GMT-5)
Private Location (sign in to display)
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Pedro has built his career supporting financial advisors on the investment side of their practices, specializing in portfolio construction, research, risk management, and trade execution. Prior to founding Wealth Warden Partners, Pedro held roles at Wells Fargo Private Bank, Ameriprise, Fidelity Investments, and The Beringer Group, where he worked closely with advisors and high-net-worth clients on portfolio strategy, investment analysis, and wealth planning.
At Wealth Warden Partners, Pedro leads a dedicated investment team that provides backend investment support to financial advisors, allowing them to focus on client relationships while maintaining disciplined, research-driven portfolios. He will share insights into his career journey, discuss portfolio management and risk control, and speak on entrepreneurship within the investment management space.
This is a valuable opportunity to learn about portfolio management, wealth advisory services, and building a finance career that blends technical expertise with long-term thinking.
We will be serving pizza.
Food Provided (We will be serving pizza.)