Peter Heller Finkel

Compliance Officer chez

Eliot Michelow Finkel (Investment Management)

Consumer Services

Finance

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) Eliot Michelow Finkel (Investment Management) Investment ManagersFinance EF Invest is a long-term, value-oriented investor that manages portfolios of stocks and bonds guided by an investment philosophy incorporating three core principals: value, income and safety. The firm employs a broad economic analysis and fundamental company research to guide their decisions. They buy securities of well-managed, profitable companies that are undervalued relative to their business fundamentals. EF Invest specializes in securities that pay substantial, sustainable dividends and interest. The firm does not allow any single position to dominate a portfolio and they avoid investments that they cannot easily sell.	Compliance Officer	01/01/2003

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Sociétés liées

Entreprise privées	3
University of California, Los Angeles University of California, Los Angeles Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
University of California San Diego University of California San Diego Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Eliot Michelow Finkel (Investment Management) Eliot Michelow Finkel (Investment Management) Investment ManagersFinance EF Invest is a long-term, value-oriented investor that manages portfolios of stocks and bonds guided by an investment philosophy incorporating three core principals: value, income and safety. The firm employs a broad economic analysis and fundamental company research to guide their decisions. They buy securities of well-managed, profitable companies that are undervalued relative to their business fundamentals. EF Invest specializes in securities that pay substantial, sustainable dividends and interest. The firm does not allow any single position to dominate a portfolio and they avoid investments that they cannot easily sell.	Finance