Peter is a skilled professional 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 voting member, Peter oversees the Research and Trading teams and manages the daily market 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 and 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 has his Series 7 and 66 licenses and is currently a candidate for the Chartered Financial Analyst (CFA) designation.
Peter joined us as a Research Associate after moving from Switzerland with his wife and family. He spends much of his free time with his wife and three adorable children.