
Peter Essele, CFA®, CAIA
Portfolio Manager, Investment Management and Research
- Serves as a member of the Investment Management team, which oversees Commonwealth’s Preferred Portfolio Services® Select program and the Commonwealth Model Portfolios
- Holds FINRA Series 7, 24, 31, 53, and 66 securities registrations
- Holds the Chartered Financial Analyst® (CFA®) and Chartered Alternative Investment Analyst (CAIA) designations and is a member of the Boston Security Analysts Society
- Holds a BS in industrial economics from Union College
- Has prior experience in positions at Albany International and Kestner Engineers