Inactive

Peter Jacob Erin

Interchange Capital Partners

CRD 8077503

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Employer firm

Interchange Capital Partners CRD 309314

$744M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (pooled vehicles)
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Interchange Capital Partners

301 Grant Street Suite 3550, Pittsburgh, PA 15219 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2025-04-30

PA RA
APPROVED

Since 2025-04-30

Branch Locations

301 Grant Street Suite 3550, Pittsburgh, PA 15219 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Innovation Works	Pittsburgh	PA	01/2020	04/2025
Broadridge	Pittsburgh	PA	07/2019	12/2019
Msci	Chicago	IL	10/2015	10/2018
Interchange Capital Partners	Pittsburgh	PA	04/2025	Present
Unemployed	Beaver, Pa	PA	11/2018	06/2019

01/2020 → 04/2025

Innovation Works

Pittsburgh, PA
07/2019 → 12/2019

Broadridge

Pittsburgh, PA
10/2015 → 10/2018

Msci

Chicago, IL
04/2025 → Present

Interchange Capital Partners

Pittsburgh, PA
11/2018 → 06/2019

Unemployed

Beaver, Pa, PA

Designations

Chartered Financial Analyst

View on SEC IAPD

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