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Global Wealth Advisors > Peter Essele, CFA®, CAIA, CFP®

Peter Essele, CFA®, CAIA, CFP®

Vice President, Investment Management and Research

  • Oversees asset allocation, fund selection, and overall management of Commonwealth’s discretionary platform, Preferred Portfolio Services® Select
  • Holds the CERTIFIED FINANCIAL PLANNER™ professional certification and the Chartered Alternative Investment Analyst (CAIA) designation, and is a Chartered Financial Analyst® (CFA®) charterholder and a member of the Boston Security Analysts Society
  • Holds the FINRA Series 7, 24, 31, 53, and 66 securities registrations
  • Earned a BS in industrial economics from Union College
  • Has prior experience in positions at Albany International and Kestner Engineers