Barton Peters
Portefeuillebeheerder-Aandelen bij TCV Trust & Wealth Management, Inc.
Profiel
Mr. Philip B.
Peters, CFA, is a Senior Vice President & Portfolio Manager at TCV Trust & Wealth Management, Inc.
Mr. Peters' 25 – plus year career includes roles as a security analyst and Research Director at Capitoline Investment Services, and Director of Research at Mentor Investment Advisors, L.L.C.
He founded Parata Capital Management, a private investment management firm.
He holds a Masters degree in Finance and Quantitative Systems from Virginia Commonwealth University as well as a Bachelor’s degree in Economics from The College of William & Mary.
He is a Chartered Financial Analyst (CFA).
Actieve functies van Barton Peters
| Bedrijven | Functie | Begin |
|---|---|---|
TCV Trust & Wealth Management, Inc.
 TCV Trust & Wealth Management, Inc. Investment ManagersFinance TCV Trust & Wealth Management, Inc. (TCV) is an independent fiduciary and fee-only wealth management firm headquartered in Knoxville, Tennessee. TCV provides asset management, trust administration, and estate services to individuals and families. | Portefeuillebeheerder-Aandelen | 31-12-2017 |
Eerdere bekende functies van Barton Peters
| Bedrijven | Functie | Einde |
|---|---|---|
The Trust Company of Virginia
 The Trust Company of Virginia Investment ManagersFinance Founded in 2006, the Trust Co. of Virginia is an independent, privately held trust and investment firm located in Richmond, Virginia. The firm offers services to individuals, endowments and foundations. | Portefeuillebeheerder-Aandelen | 31-12-2017 |
| Mentor Investment Advisors LLC | Directeur van Onderzoek - Eigen Vermogen | - |
Opleiding van Barton Peters
| Virginia Commonwealth University | Graduate Degree |
| The College of William & Mary | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
The Trust Company of Virginia
The Trust Company of Virginia Investment ManagersFinance Founded in 2006, the Trust Co. of Virginia is an independent, privately held trust and investment firm located in Richmond, Virginia. The firm offers services to individuals, endowments and foundations. | Finance |
| Mentor Investment Advisors LLC | Finance |
TCV Trust & Wealth Management, Inc.
TCV Trust & Wealth Management, Inc. Investment ManagersFinance TCV Trust & Wealth Management, Inc. (TCV) is an independent fiduciary and fee-only wealth management firm headquartered in Knoxville, Tennessee. TCV provides asset management, trust administration, and estate services to individuals and families. | Finance |
