Peter Essele, CFA®, CAIA, CFP®
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Director, 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, as well as the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, 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
