Peter Heller Finkel

Compliance Officer chez Eliot Michelow Finkel (Investment Management)

Profil

Mr. Peter H.
Finkel, CFA MBA, is an Investment Adviser & Chief Compliance Officer at Eliot Michelow Finkel (Investment Management).
He joined the firm in 2003 and has over 20 years of experience in financial services.
As a portfolio manager, he has a proven track record of outperformance, attracting new assets, and conducting in-depth research and analysis.
Mr. Finkel had several years doing equity research for Montgomery Asset Management and Wells Fargo Securities.
He also held positions at Banc of America Securities and TD Ameritrade, where he helped launch one of the first online trading platforms.
He holds an MBA from UCLA Anderson and bachelor’s degrees in economics and philosophy from the University of California, San Diego.

Postes actifs de Peter Heller Finkel

Sociétés	Poste	Début
Eliot Michelow Finkel (Investment Management)	Compliance Officer	01/01/2003

Formation de Peter Heller Finkel

University of California, Los Angeles	Masters Business Admin
University of California San Diego	Undergraduate Degree