Meet the Experts
Douglas R. Rothschild
President
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Doug is responsible for executing the company's current business strategy, including raising additional assets and building out the infrastructure in distribution, client service and operations.
Doug has over 16 years of experience in the financial services industry. Prior to joining PTIA, he was a partner at Agecroft Partners, LLC, a global, award-winning third-party marketing firm. At Agecroft, Doug helped build an elite, alternatives-focused distribution firm that received six third-party marketer-of-the-year awards over a three-year period*. He managed Agecroft's distribution efforts in the Midwest and Northwest United States as well as in Europe and sourcing and signing managers in London and Asia, producing a lasting footprint for the firm's future. In addition to interviewing hundreds of hedge fund managers for Agecroft, Doug served on the executive committee of a large, multi-strategy hedge fund and developed relationships with the world's leading public and corporate pension funds, endowment funds, international private banks, consultants and funds of funds. He has been a frequent presenter at industry conference and has taught classes at some of the premiere business schools and investment banks in the U.S. Prior to Agecroft, Doug spent over eight years as a trader and manager of trading operations at the Chicago Board of Trade and Chicago Board Options Exchange. He also spent two years as a free agent in the National Football League with the Chicago Bears and Cincinnati Bengals.
Doug earned a master's degree in education from Arizona State University and a bachelor's degree in communications from Wheaton College. He holds Series 7 and 63 licenses.
*Opal Financial Group 2008, 2009; HFMWeek 2009, 2010; Hedgeweek 2011; and Foundation and Endowment Money Management 2009
Peter Cook, CFA
Chief Investment Officer
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Peter is responsible for business strategy and the portfolio management teams.
Prior to joining PTIA, Peter founded and managed Rochester Partners, a long/short equity hedge fund, from 1997 through 2006. Previously, he ran an equity hedge fund for Templeton Global Investors and managed Templeton’s global equity trading desk in Nassau, Bahamas. Before working at Templeton, he was Vice President in interest rate and currency swaps at UBS in New York, and achieved his CPA certification in 1982 while employed at Deloitte & Touche.
Peter received a Bachelor of Science in Accountancy from University of Illinois in 1982 and an MBA with a Specialization in International Finance from University of Chicago in 1987. He is currently an active leader in the CFA Society of Chicago, focusing on continuing education issues.
Joni Wheat
Executive Assistant
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Joni assists Peter Cook (CIO) and Doug Rothschild (President) with business operations, research preparation, communication & correspondence management as well as a variety of other projects. She joined the PTIA team with over 10 years of experience in managing administrative duties for business leaders in diverse industries.
Prior to joining PTIA, Joni assisted the Global President of Innovation & Strategy of SymphonyIRI, a market research firm for the Consumer Packaged Goods and healthcare industries. Previously, she served as the Executive Assistant and Project Coordinator to the Executive Vice President and Partner of a commercial real estate development firm, Preferred Development, having gained invaluable experience from a similar position at Brijus Properties, another commercial real estate development firm. Prior to her time with Brijus, Joni honed her organizational skills as the Executive Assistant and New Business Coordinator to the Managing Director of Ogilvy & Mather.
Joni studied business and marketing at Indiana University Northwest.
Meet the rest of our team:
Portfolio Management | Distressed Community Banks | Business Development | Fund Operations
