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Peter Roberto - Pioneer Valley Financial

Peter Roberto

Position: Senior Research Analyst, Equity

As a research analyst, Peter provides due diligence and research activities on mutual funds, exchange traded-funds, and equities. He evaluates and selects managers and disseminates research in Global and Foreign SMID markets asset classes. He also assists the Investment Management team with calculating, analyzing, and updating internal and external performance and attribution reports.

Peter graduated from Worcester Polytechnic Institute with a BS in management, with an emphasis in finance, and is currently a Level II Chartered Financial Analyst® (CFA®) candidate. Prior to joining Commonwealth, he interned for Strategic Financial Partners and Baystate Wealth Management in Waltham and Boston.