Peter is a skilled investment management professional with over 15 years of experience in the financial services industry. He has been with Owens Estate and Wealth Strategies Group since 2013, after he relocated from Geneva, Switzerland, where he was employed by Brandes Investment Partners.
As the head of Investment Committee and a voting member, Peter oversees the Research and Trading teams and manages the ongoing analysis of our portfolios. He has a broad range of experience, with a background that includes portfolio management, client service, sales & marketing, and operations. He possesses a global investment perspective, as he spent over five years on a team focusing on a variety of regional and global equity strategies for clients across Europe, Africa, and Asia.
Prior to his time in investment management, Peter was engaged in marketing and market analysis for both the public and private sectors. He earned his Bachelor of Arts with a double major in English and History from Northwestern University in Chicago, and his Master’s in Business Administration from the University of Houston. Peter holds the Series 7, 9, 10and 66 licenses and is a Chartered Financial Analyst (CFA) Charterholder.
Peter spends much of his free time with his wife and three adorable children.
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