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Peter Huntington Greaves-Tunnell
Gestionnaire de Portefeuille-Actions chez
CapFinancial Partners LLC
Profil
Mr. Peter H.
Greaves-Tunnell is a Principal & Financial Advisor at CapFinancial Partners LLC.
He provides investment insight and financial counsel as a fiduciary to high-net-worth families with complex estate planning needs.
Mr. Greaves-Tunnell started his career as a stock research analyst for a regional bank, where he later became the Chief Investment Officer.
He co-founded Cobblestone Capital Advisors in 1991.
He earned a Bachelor of Arts degree in English from Lafayette College.
Postes actifs de Peter Huntington Greaves-Tunnell
| Sociétés | Poste | Début |
|---|---|---|
CapFinancial Partners LLC
 CapFinancial Partners LLC Investment ManagersFinance CAPTRUST determines an appropriate asset allocation for each client based on that client's unique risk profile and investment objectives. The firm utilizes both a risk-based and outcomes-based approach to asset allocation. They allocate client portfolios in the following asset classes: US Equities, International Equities, Fixed Income, Alternative Investments, Commodities and Real Estate. | Gestionnaire de Portefeuille-Actions | 01/09/2025 |
Anciens postes connus de Peter Huntington Greaves-Tunnell
| Sociétés | Poste | Fin |
|---|---|---|
Cobblestone Capital Advisors LLC (NY)
 Cobblestone Capital Advisors LLC (NY) Investment ManagersFinance Cobblestone builds portfolios designed to meet client objectives through a range of globally diversified investment vehicles. | Fondateur | 01/09/2025 |
Formation de Peter Huntington Greaves-Tunnell
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
61
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 4 |
|---|---|
Rochester Christian University
 Rochester Christian University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Cobblestone Capital Advisors LLC (NY)
Cobblestone Capital Advisors LLC (NY) Investment ManagersFinance Cobblestone builds portfolios designed to meet client objectives through a range of globally diversified investment vehicles. | Finance |
Lafayette College
 Lafayette College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
CapFinancial Partners LLC
CapFinancial Partners LLC Investment ManagersFinance CAPTRUST determines an appropriate asset allocation for each client based on that client's unique risk profile and investment objectives. The firm utilizes both a risk-based and outcomes-based approach to asset allocation. They allocate client portfolios in the following asset classes: US Equities, International Equities, Fixed Income, Alternative Investments, Commodities and Real Estate. | Finance |
