Peter serves on Modera’s Investment Committee and focuses on investment research. Peter also oversees the firm’s portfolio management processes including rebalancing client portfolios, reconciling client accounts, and aiding wealth managers in portfolio implementations. In addition, he supports many of the firm’s institutional relationships and often meets with these clients to review portfolio performance and positioning.
Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Master of Finance
Syracuse University, M.S., Finance
Boston College, B.A., Mathematics and Economics 2011
Read more about Peter