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

Commonwealth Research Team