FFT Wealth Management
Peter Ortiz currently serves as the Chief Operating Officer at FFT Wealth Management since July 2023. Prior to this role, Peter Ortiz was the Director of Operations and Chief Compliance Officer at Thomas H. Lee Capital, LLC from January 2014 to June 2023. Additional experience includes serving as the Senior Middle Office Manager at MIO Partners, Inc. from November 2010 to December 2013, and Chief Operations Officer at Nusa Capital Management, LLC between September 2009 and November 2010. Peter Ortiz also held the position of Director of Finance/Operations at Treesdale Partners from April 2004 to September 2009 and began a career in fund administration as a Fund Administration Associate at KENMAR from September 2002 to April 2004. Educational background includes studies at St. John's University.
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FFT Wealth Management
FFT is a multi-family office dedicated to the values of relationship building, trust, and global wealth management expertise, built on a foundation of entrepreneurial spirit that has driven our firm since 2009. Our mission is helping wealthy individuals and families preserve and enhance the value of their assets through long-term relationships based on unparalleled service, responsiveness, and intellectual rigor. - FFT and its affiliates serve institutions and single-family offices as an outsourced investment advisor; we represent over 250 families and 50 institutions around the globe. - We aim to provide clients with the best available investment expertise in an environment where the interests of all parties are properly aligned. - We value relationships and offer highly bespoke services seeking to address clients’ specific objectives, constraints and risk-tolerance. - FFT owns Optima Asset Management (www.optima.com), a hedge fund specialist with a 30+ year history focused on alternatives. FFT is a member of the Stanhope Capital Group (www.stanhopecapital.com); the combined organization represents one of the world’s largest global independent wealth managers. FFT has offices across the United States including in New York City, Boston, Philadelphia and Palm Beach.