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PJ Gardner
Fundador en
Annis Gardner Whiting Capital Advisors LLC
.
Perfil
Mr. Peter J.
Gardner, CFA MBA, is a Principal & Co-Founder at Annis Gardner Whiting Capital Advisors LLC.
He is responsible for AGW’s investment research and strategy, leads the firm’s investment committee and manages a number of client relationships.
He co-founded AGW in 2009 after more than 15 years advising foundations, endowments, qualified plans and private clients on investment policy, asset allocation, investment manager research, and performance measurement and evaluation.
Mr. Gardner has held previous positions at CapTrust Financial Advisors, First Union Securities (the predecessor to Wells Fargo Securities) and Salomon Smith Barney.
He graduated with honors from The University of Florida with a degree in finance and a Master of Business Administration.
He has also completed multiple post-graduate courses at the Wharton School of Business, including the Certified Investment Strategist and CIMA® programs.
He is a Chartered Financial Analyst, Certified Financial Planner and Certified Investment Management Analyst.
Cargos activos de PJ Gardner
| Empresas | Cargo | Inicio |
|---|---|---|
Annis Gardner Whiting Capital Advisors LLC
 Annis Gardner Whiting Capital Advisors LLC Investment ManagersFinance Provides investment advice | Fundador | 01/01/2009 |
Antiguos cargos conocidos de PJ Gardner.
| Empresas | Cargo | Fin |
|---|---|---|
CapFinancial Partners LLC
 CapFinancial Partners LLC Investment ManagersFinance CAPTRUST determines an appropriate asset allocation for each client based on that client's unique risk profile and investment objectives. The firm utilizes both a risk-based and outcomes-based approach to asset allocation. They allocate client portfolios in the following asset classes: US Equities, International Equities, Fixed Income, Alternative Investments, Commodities and Real Estate. | Corporate Officer/Principal | 01/04/2009 |
Formación de PJ Gardner.
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
7
Relaciones de 1er grado
3
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 3 |
|---|---|
University of Florida
 University of Florida Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
CapFinancial Partners LLC
CapFinancial Partners LLC Investment ManagersFinance CAPTRUST determines an appropriate asset allocation for each client based on that client's unique risk profile and investment objectives. The firm utilizes both a risk-based and outcomes-based approach to asset allocation. They allocate client portfolios in the following asset classes: US Equities, International Equities, Fixed Income, Alternative Investments, Commodities and Real Estate. | Finance |
Annis Gardner Whiting Capital Advisors LLC
Annis Gardner Whiting Capital Advisors LLC Investment ManagersFinance Provides investment advice | Finance |
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