Managing Director - ClearVest Advisors
Peter has over 17 years of experience in the financial services industry. A sought-after expert on investment and operational due diligence, portfolio construction, and the evolution of accepted best practices for emerging managers, Peter has worked with clients ranging from institutional risk management consulting groups and fund of funds to select emerging managers. Peter continues to engage the community and is sought after in publications such as the CFA Journal and various panels and speaking engagements at industry conferences.
Peter's unique background blends hands on experience with the evolution of the alternative investment industry, financial technology, and the unique problems and applications in how they apply to established and emerging managers, and different investor groups. As the industry evolves, Peter continues to engage at the forefront of alternative investments - as an advisor to Atilma Group Consulting, in addition to being an advisor and mentor to Fairfield University's StartUp program and Boston University's BUild lab.
Peter received his Masters of Science, Investment Management, from the Questrom School of Business at Boston University, graduating Magna Cum Laude, and Bachelor of Science, Finance from the Dolan School of Business at Fairfield University. He is a Chartered Alternative Investment Analyst (CAIA) charter holder. Previously, he attained Series 3, 7, 63, and 65 designations.