Our Team

Our Team

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Peter H Gore, CFP®, CFA, MBA

Financial Advisor

          

A financial advisor since 1997, Peter Gore carries both the Chartered Financial Analyst® and Certified Financial Planner® designations, and holds an M.B.A. from the University of Notre Dame. Peter is committed to ensuring that his clients fully understand the investment process and believes that an ongoing collaborative approach is essential to helping clients reach their goals.

In keeping with his commitment to financial education. Peter served 8 years as an adjunct professor at the Mason School of Business at the College of William & Mary, working with the undergraduate students and MBA program. As part of the undergraduate curriculum, Peter co-taught the Student Managed Investment Fund and mentored William & Mary’s CFA Global Investment Challenge. Within the MBA Program, Peter taught the CFA Institute’s Ethics curriculum for the Level I exam. Outside of class, he has been a volunteer instructor with the Christopher Wren Association for Lifelong Learning.

In his spare time, Peter has served on the board of directors of several non-profit groups as a board member and officer. He served 12 years with the Heritage Humane Society and held all four officer positions. Currently, Peter serves on the board of Art Services International, a non-profit traveling exhibitions organization in Alexandria, VA (since 2011, asiexhibitions.org), Child Development Resources in Williamsburg, VA (since 2016, cdr.org) and the CFA Society of Virginia (since 2016, cfavirginia.org).

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Benjamin Sadtler, CFA

Financial Advisor

    

Ben joined Gore Capital Management in 2014 after beginning his career with Morgan Stanley Wealth Management in Richmond. Recognizing the value of professional education, Ben recently earned the Chartered Financial Analyst®  designation by completing all three exams on his first attempts. He and his wife Kristen are both alumni of the College of William & Mary and they cheer on Tribe football every fall. Outside of the office, Ben has served as a volunteer teacher with the Christopher Wren Association and the Osher Life Long Learning Institute, and currently serves on the Board of Directors for the Heritage Humane Society in the position of Vice President. In his free time, he enjoys auto racing and cycling the Capital Trail with his wife. 

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Keri Gore

Client Services Manager

Keri has been working with Peter for more than 10 years and serves as Client Services and Office Manager.  Keri’s work background includes 5 years with BB&T State 401(k) Services, North Carolina’s Supplemental Retirement Income Plan as well as, most recently, 6 years with WJCC Public School’s Bright Beginnings Program. In her spare time, Keri has spent more than 15 years volunteering with Heritage Humane Society in many capacities, volunteers at Hospice House & Support Care of Williamsburg and enjoys just about any outdoor activity.

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