Featured By Family Wealth Report

Who’s Moving Where In Wealth Management?

February 23, 2026


Sagient, a wealth manager based in El Segundo, California, has appointed Pete Alliegro, as chief investment officer – a newly-created role.

As CIO, Alliegro will report to Paul Karlitz, chief executive.           

Alliegro has more than 25 years of wealth management experience. Most recently, he was director of business development at SteelPeak Wealth, and before that he was senior vice president for West Coast RIAs and family offices at Crew Enterprises. Alliegro has served in senior portfolio management and business development roles at Morgan Stanley, US Trust, Research Affiliates, Nuveen Asset Management and Wilshire Associates.

Sagient, which has more than 100 years of history, was rebranded in October 2023 when Paul Karlitz became CEO. The firm has 85 financial advisors who manage about $2 billion in client assets. 

Read the full press release here.

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