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Peter James Brunton
Lid van de Investeringscommissie bij
Strategic Wealth Partners Ltd.
Profiel
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.
Actieve functies van Peter James Brunton
| Bedrijven | Functie | Begin |
|---|---|---|
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. | Lid van de Investeringscommissie | 01-01-2017 |
Eerdere bekende functies van Peter James Brunton
| Bedrijven | Functie | Einde |
|---|---|---|
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 |
Opleiding van Peter James Brunton
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
95
Eerstegraads connecties
4
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 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 |
