Client Advisory

Biography

Peter is a Partner in the Pasadena office. His role includes portfolio management and research analysis.

Prior to joining Cerity Partners, Peter served as a Principal at Gamble Jones Investment Counsel. He joined Gamble Jones in 2013 after a 20-year career at Trust Company of the West. In 2000 Peter joined TCW’s Large Cap Value Group where he helped manage $8B in client assets. He joined TCW in 1993 as a financial analyst and was responsible for several industries.

Education

  • B.A. in Philosophy from Whitman College (graduated cum laude)
  • M.A. in Philosophy from Vanderbilt University
  • MBA from the University of Southern California

Highlights

  • Chartered Financial Analyst
  • Member of the CFA Institute
  • Member of the CFA Society, Los Angeles
  • Honor Society member of Phi Beta Kappa
  • Honor Society member of Beta Gamma Sigma
  • President’s Advisory Board Member at Whitman College
  • Board Member for Villa Esperanza Services

Connect with Peter

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