Peter Essele, CFA®, CAIA

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