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.
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