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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).
| Bedrijven | Functie | Begin |
|---|---|---|
TCV Trust & Wealth Management, Inc.
 TCV Trust & Wealth Management, Inc. Investment ManagersFinance TCV takes an active approach to asset management, focusing on high-quality equity and fixed income investments. Securities are selected after a disciplined approach of research and analysis. All investment opportunities are thoroughly examined to ensure that potential returns are commensurate with the risks taken. | Portefeuillebeheerder-Aandelen | 31-12-2017 |
| Bedrijven | Functie | Einde |
|---|---|---|
The Trust Company of Virginia
 The Trust Company of Virginia Investment ManagersFinance Trust Co. of Virginia (TVA) takes an active approach to portfolio management. They focus on high-quality equity and fixed-income investments. When selecting equities, the firm seeks high-quality companies with proven management, above average earnings and dividend growth rates and relatively low market valuations. Companies should have low risk characteristics. TVA monitors holdings regularly to meet valuation, price and risk criteria. They invest significantly in the stocks of US large-cap companies in the energy minerals, consumer non-durables and finance sectors. The firm diversifies through the use of ETFs or mutual funds to complement their core equity class with international, emerging markets, small-cap and real estate assets. For fixed-income, TVA focuses on the selection of attractive sectors in the market. They emphasize positioning average maturities based on interest rate projections. They seek to identify investment grade issues with the potential for improved credit ratings. | Portefeuillebeheerder-Aandelen | 31-12-2017 |
Mentor Investment Advisors LLC
 Mentor Investment Advisors LLC Investment ManagersFinance Provides investment advice | Directeur van Onderzoek - Eigen Vermogen | - |
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Bedrijven in privébezit
| Bedrijven in privébezit | 5 |
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The Trust Company of Virginia
The Trust Company of Virginia Investment ManagersFinance Trust Co. of Virginia (TVA) takes an active approach to portfolio management. They focus on high-quality equity and fixed-income investments. When selecting equities, the firm seeks high-quality companies with proven management, above average earnings and dividend growth rates and relatively low market valuations. Companies should have low risk characteristics. TVA monitors holdings regularly to meet valuation, price and risk criteria. They invest significantly in the stocks of US large-cap companies in the energy minerals, consumer non-durables and finance sectors. The firm diversifies through the use of ETFs or mutual funds to complement their core equity class with international, emerging markets, small-cap and real estate assets. For fixed-income, TVA focuses on the selection of attractive sectors in the market. They emphasize positioning average maturities based on interest rate projections. They seek to identify investment grade issues with the potential for improved credit ratings. | Finance |
Mentor Investment Advisors LLC
Mentor Investment Advisors LLC Investment ManagersFinance Provides investment advice | Finance |
The College of William & Mary
 The College of William & Mary Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Virginia Commonwealth University
 Virginia Commonwealth University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
TCV Trust & Wealth Management, Inc.
TCV Trust & Wealth Management, Inc. Investment ManagersFinance TCV takes an active approach to asset management, focusing on high-quality equity and fixed income investments. Securities are selected after a disciplined approach of research and analysis. All investment opportunities are thoroughly examined to ensure that potential returns are commensurate with the risks taken. | Finance |
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