Peter Essele, CFA®, CAIA, CFP® Back

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, 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