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Peter Essele, CFA®, CAIA, CFP®

Peter Essele, CFA®, CAIA, CFP®

Director, Investment Management and Research

  • Oversees asset allocation, fund selection, and overall management of Commonwealth’s discretionary platform, Preferred Portfolio Services® Select
  • 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™ professional 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