With nearly 30 years of experience in the Employee Stock Ownership Plan (ESOP) industry, Pete Shuler co-leads the ESOP consulting practice at Blue Ridge. His extensive expertise encompasses all facets of ESOP administration and compliance, making him a trusted advisor for clients navigating the complexities of ESOP-related transactions.

In his role, Pete oversees the consulting team, ensuring that all projects align with regulatory requirements and client objectives. His key responsibilities include managing pre-transaction compliance and benefit level projections, fostering relationships with investment banks and other stakeholders involved in ESOP transactions, and mentoring the next generation of consultants within the firm.

Before joining Blue Ridge, Pete built a solid foundation in ESOP consulting, gaining valuable insights and skills that he brings to his current role. He holds a Bachelor of Business Administration in Finance from the University of Notre Dame.

In addition to his consulting work, Pete is an active speaker and writer on technical ESOP topics, contributing to the knowledge base of the industry. He is also involved with several professional associations and boards, further solidifying his commitment to the ESOP community.