Peter James Brunton
Investment Committee Member 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 Strategic Wealth Partners Ltd. (SWP) is an independent registered investment adviser and wealth management firm headquartered in Independence, Ohio. The firm was founded by Mark Tepper in 2008. SWP provides a wide array of investment advisory services to individual and institutional clients. | Investment Committee Member | 01-01-2017 |
Eerdere bekende functies van Peter James Brunton
| Bedrijven | Functie | Einde |
|---|---|---|
Whittier Trust Co.
 Whittier Trust Co. Investment ManagersFinance Whittier Trust Co. is an independent private trust firm headquartered in Pasadena, California. The firm was founded as a family office for the Whittier family in 1935. They provide unrivaled investment, wealth management, fiduciary and philanthropic services for high net-worth families, individuals and foundations across the US. | Analyst-Equity | 01-06-2013 |
Opleiding van Peter James Brunton
| San Francisco State University | Masters Business Admin |
| University of California, Berkeley | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
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Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
Whittier Trust Co.
Whittier Trust Co. Investment ManagersFinance Whittier Trust Co. is an independent private trust firm headquartered in Pasadena, California. The firm was founded as a family office for the Whittier family in 1935. They provide unrivaled investment, wealth management, fiduciary and philanthropic services for high net-worth families, individuals and foundations across the US. | Finance |
Strategic Wealth Partners Ltd.
Strategic Wealth Partners Ltd. Investment ManagersFinance Strategic Wealth Partners Ltd. (SWP) is an independent registered investment adviser and wealth management firm headquartered in Independence, Ohio. The firm was founded by Mark Tepper in 2008. SWP provides a wide array of investment advisory services to individual and institutional clients. | Finance |
