Peter Roberto

Research Analyst, Equity

  • Supports analysts with due diligence and research activities on mutual funds, exchange traded-funds, and equities
  • Evaluates and selects managers and disseminates research in the global and foreign SMID markets asset classes
  • Assists the Investment Management team with calculating, analyzing, and updating both internal and external performance and attribution reports
  • Earned a BS in management, with an emphasis in finance, from Worcester Polytechnic Institute and is currently a Level II Chartered Financial Analyst® (CFA®) candidate