As senior vice president, investment management and research, Peter oversees asset allocation, fund selection, and overall management of Commonwealth’s discretionary platform, Preferred Portfolio Services® Select.

Peter is a Chartered Financial Analyst® (CFA®) charterholder and holds the Chartered Alternative Investment Analyst (CAIA) designation, the CERTIFIED FINANCIAL PLANNERTM professional certification, and his FINRA Series 7, 24, 31, 53, and 66 securities registrations. He is also a member of the Boston Security Analysts Society. Peter graduated from Union College, where he earned his BS in industrial economics. Prior to joining Commonwealth, he held positions at Albany International and Kestner Engineers.