Peter Essele, CFA®, CAIA, CFP®, Vice President, Investment Management and Research

Peter Essele is the vice president of investment management and research at Commonwealth. With the firm since 2004, he oversees asset allocation, fund selection, and overall management of the firm's advisory platform, Preferred Portfolio Services® (PPS) Select. Peter earned a BS in economics from Union College. In addition to numerous FINRA securities registrations, Peter holds the CAIA and CFP® certifications. He also is a CFA® charterholder and member of the Boston Security Analysts Society.
Information about securities-registered professionals may be found at FINRA BROKERCHECK.
  • Is Climate Change a Risk to Your Portfolio?

    Is climate change a risk to your portfolio? All signs point to yes.

    Peter Essele, CFA®, CAIA, CFP®

    Peter Essele, CFA®, CAIA, CFP®

    07.27.21

  • 3 Rebalancing Strategies for Reducing Risk

    The current environment presents an opportune time to discuss rebalancing strategies for reducing risk in your clients' portfolios.

    Peter Essele, CFA®, CAIA, CFP®

    Peter Essele, CFA®, CAIA, CFP®

    07.07.21

  • Talking to Clients About ESG Investing

    Don’t wait for clients to ask you about ESG investing. Learn how to broach this topic—and why doing so may present a valuable business opportunity.

    Peter Essele, CFA®, CAIA, CFP®

    Peter Essele, CFA®, CAIA, CFP®

    06.02.21

  • Protecting a Portfolio Against a Rise in Interest Rates

    With interest rates rising, how can average investors protect their fixed income allocation without completely repositioning their portfolios?

    Peter Essele, CFA®, CAIA, CFP®

    Peter Essele, CFA®, CAIA, CFP®

    03.17.21

  • 2020’s Remarkable Value Rally

    Investors have taken note of the recent strong performance of value stocks. But will the rally persist?

    Peter Essele, CFA®, CAIA, CFP®

    Peter Essele, CFA®, CAIA, CFP®

    01.26.21

  • Is the Value Premium Dead?

    Commonwealth’s Peter Essele looks at the value premium in light of its recent underperformance and new data discussed by Eugene Fama and Kenneth French.

    Peter Essele, CFA®, CAIA, CFP®

    Peter Essele, CFA®, CAIA, CFP®

    07.08.20