SVP, Investment Management and Research - Investment Management and Research
Peter joined Commonwealth in 2004. As vice president of the investment management and research team, he oversees asset allocation, fund selection, and overall management of Commonwealth’s discretionary platform, Preferred Portfolio Services Select. Prior to joining Commonwealth, Peter worked at Albany International and Kestner Engineers. He graduated from Union College, where he earned his BS in economics. In addition to holding FINRA Series 7, 24, 31, 53, and 66 securities registrations, Peter has the CAIA and CFP® designations and is a CFA® charterholder. He is also a member of the Boston Security Analysts Society.