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About Us

Management Team

"The world cares very little about what a man or woman knows; it is what a man or woman is able to do that counts." –Booker T. Washington 1856-1915 

Peter A. Sokoloff

Pete Sokoloff is Senior Managing Director of Peter A. Sokoloff & Co. Pete Sokoloff’s investment banking career spans more than 25 years. Before founding Peter A. Sokoloff & Co. with his wife and partner Annie in 1997, he was co-founder, Executive Vice President and COO of the investment banking firm, Cable Investments, Inc. During a ten-year period, Mr. Sokoloff successfully led the firm and its 22 employees through the completion of over $1 billion of debt, equity, acquisition and merger transactions.

Annie Sokoloff

Annie Sokoloff is a Partner in the firm. A degree in Political Science from King's College in Pennsylvania landed her a position with the American Stock Exchange (AMEX) where she wrote copy for Dow Jones and Reuters Newspapers analyzing the market, and later held a career in training traders when AMEX was approved for options trading. From there she then went on to own her own business in the travel sector before co-founding Sokoloff & Co. with her husband Pete in 1997. Annie was instrumental in establishing the backbone of the company by laying a solid foundation of strong organization which continues to support the success of the firm.

Bernie Walko

Bernie Walko is a Consultant to the firm. He has over 25 years of experience in sales, marketing, and management, plus ten years in the Marine Corps Reserve. Bernie joined Peter A. Sokoloff & Co. in 2001 in a position where he was responsible for developing new business and building strong relationships. Over the years he has been to many, the face of the company and their first impression. In 2016 he relocated to South Carolina, set up his consulting business and continues to collaborate with Sokoloff & Company. Bernie can be reached directly at 843-706-0816.

Clarissa Jacobson

Clarissa Jacobson is Director of Research and Administration. She is a graduate of Indiana University and the American Musical and Dramatic Academy in New York City. A double major in theatre and telecommunications, Clarissa brings a diverse set of skills to the company with strength in writing, communication, and research. She has penned scripts, produced plays, and performed in numerous vehicles which have given her a wide array of experience in the entertainment industry as well as the ability to take on new challenges. Clarissa researches industries and companies and produces the firm's quarterly newsletters, which serve as a key source of information within the industries Sokoloff & Co. serves.