Peter Essele, CFA®, CAIA, CFP®, Senior Vice President, Head of Advisory Solutions

Peter Essele is senior vice president, head of advisory solutions, 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.

  • 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

  • Sustainable Investing: The Capitalist Perspective

    Take a deep dive into sustainable investing and learn about a recent game changer in the sustainability story.

    Peter Essele, CFA®, CAIA, CFP®

    Peter Essele, CFA®, CAIA, CFP®

    01.28.20

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