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Peter James Brunton
Miembro del Comité de Inversión en
Strategic Wealth Partners Ltd.
.
Perfil
Mr. Peter J.
Brunton, CFA MBA, is a Chief Investment Strategist & Senior Wealth Advisor at Strategic Wealth Partners Ltd. He has 15 years of experience in portfolio management, investment research, and planning strategy.
He has served in various senior VP roles as a portfolio manager in the asset management, banking, and family-office industries.
He earned his BA in history from the University of California Santa Barbara and his MBA in finance from San Francisco State University.
Cargos activos de Peter James Brunton
| Empresas | Cargo | Inicio |
|---|---|---|
Strategic Wealth Partners Ltd.
 Strategic Wealth Partners Ltd. Investment ManagersFinance SWP uses charting, fundamental and technical analysis in formulating their investment advice and/or managing client assets. The firm uses both long-term trading and short-term trading. They utilize investment strategies that are designed to capture market rate of both return and risk. | Miembro del Comité de Inversión | 01/01/2017 |
Antiguos cargos conocidos de Peter James Brunton.
| Empresas | Cargo | Fin |
|---|---|---|
Whittier Trust Co.
 Whittier Trust Co. Investment ManagersFinance Whittier Trust designs a custom investment portfolio that enhances client's wealth by maximizing risk-adjusted, after-tax returns and perpetuating the growth of their investable assets across generations. | Analyst-Equity | 01/06/2013 |
Formación de Peter James Brunton.
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
95
Relaciones de 1er grado
4
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 4 |
|---|---|
Whittier Trust Co.
Whittier Trust Co. Investment ManagersFinance Whittier Trust designs a custom investment portfolio that enhances client's wealth by maximizing risk-adjusted, after-tax returns and perpetuating the growth of their investable assets across generations. | Finance |
San Francisco State University
 San Francisco State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of California, Berkeley
 University of California, Berkeley Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Strategic Wealth Partners Ltd.
Strategic Wealth Partners Ltd. Investment ManagersFinance SWP uses charting, fundamental and technical analysis in formulating their investment advice and/or managing client assets. The firm uses both long-term trading and short-term trading. They utilize investment strategies that are designed to capture market rate of both return and risk. | Finance |
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