Peter Heller Finkel

Mr. Peter H.
Finkel, CFA MBA, is an Investment Adviser & Chief Compliance Officer at Eliot Michelow Finkel (Investment Management).
He joined the firm in 2003 and has over 20 years of experience in financial services.
As a portfolio manager, he has a proven track record of outperformance, attracting new assets, and conducting in-depth research and analysis.
Mr. Finkel had several years doing equity research for Montgomery Asset Management and Wells Fargo Securities.
He also held positions at Banc of America Securities and TD Ameritrade, where he helped launch one of the first online trading platforms.
He holds an MBA from UCLA Anderson and bachelor’s degrees in economics and philosophy from the University of California, San Diego.