Barton Peters
Gestionnaire de Portefeuille-Actions chez TCV Trust & Wealth Management, Inc.
Profil
Mr. Philip B.
Peters, CFA, is a Senior Vice President & Portfolio Manager at TCV Trust & Wealth Management, Inc.
Mr. Peters' 25 – plus year career includes roles as a security analyst and Research Director at Capitoline Investment Services, and Director of Research at Mentor Investment Advisors, L.L.C.
He founded Parata Capital Management, a private investment management firm.
He holds a Masters degree in Finance and Quantitative Systems from Virginia Commonwealth University as well as a Bachelor’s degree in Economics from The College of William & Mary.
He is a Chartered Financial Analyst (CFA).
Postes actifs de Barton Peters
| Sociétés | Poste | Début |
|---|---|---|
TCV Trust & Wealth Management, Inc.
 TCV Trust & Wealth Management, Inc. Investment ManagersFinance TCV Trust & Wealth Management, Inc. (TCV) is an independent fiduciary and fee-only wealth management firm headquartered in Knoxville, Tennessee. TCV provides asset management, trust administration, and estate services to individuals and families. | Gestionnaire de Portefeuille-Actions | 31/12/2017 |
Anciens postes connus de Barton Peters
| Sociétés | Poste | Fin |
|---|---|---|
The Trust Company of Virginia
 The Trust Company of Virginia Investment ManagersFinance Founded in 2006, the Trust Co. of Virginia is an independent, privately held trust and investment firm located in Richmond, Virginia. The firm offers services to individuals, endowments and foundations. | Gestionnaire de Portefeuille-Actions | 31/12/2017 |
| Mentor Investment Advisors LLC | Directeur de la Recherche - Actions | - |
Formation de Barton Peters
| Virginia Commonwealth University | Graduate Degree |
| The College of William & Mary | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
The Trust Company of Virginia
The Trust Company of Virginia Investment ManagersFinance Founded in 2006, the Trust Co. of Virginia is an independent, privately held trust and investment firm located in Richmond, Virginia. The firm offers services to individuals, endowments and foundations. | Finance |
| Mentor Investment Advisors LLC | Finance |
TCV Trust & Wealth Management, Inc.
TCV Trust & Wealth Management, Inc. Investment ManagersFinance TCV Trust & Wealth Management, Inc. (TCV) is an independent fiduciary and fee-only wealth management firm headquartered in Knoxville, Tennessee. TCV provides asset management, trust administration, and estate services to individuals and families. | Finance |
