Peter Joseph Lazaroff

Directeur en chef des Investissements chez

Plancorp LLC

Finance

Consumer Services

Commercial Services

Profil

Mr. Peter J.
Lazaroff, CFA, is a Chief Investment Officer at Plancorp LLC.
He joined Plancorp in 2015 as a Wealth Manager.
In 2017, he became Plancorp’s Co-Chief Investment Officer as well as an owner of the firm.
He became Chief Investment Officer in 2020.
Mr. Lazaroff was previously employed as a Portfolio Manager by Acropolis Investment Management LLC.
He received his B.A. Economics and Management degree from DePauw University.

Postes actifs de Peter Joseph Lazaroff

Sociétés	Poste	Début
Plancorp LLC Plancorp LLC Investment ManagersFinance Plancorp’s investment philosophy is grounded in Modern Portfolio Theory. The firm adheres to the passive asset management style of investing and, thus, recommends no-load passively managed mutual funds. They develop customized portfolios based on a long-term asset allocation strategy that is consistent with the client's investment objective and risk tolerance for their investment management clients. The firm typically uses academic-based research in analyzing passively managed mutual funds that it recommends to clients.	Directeur en chef des Investissements	01/01/2017
Boys & Girls Clubs of Greater St. Louis Boys & Girls Clubs of Greater St. Louis Miscellaneous Commercial ServicesCommercial Services Operates boys and girls club	Directeur/Membre du Conseil	-

Tous les postes actifs de Peter Joseph Lazaroff

Anciens postes connus de Peter Joseph Lazaroff

Sociétés	Poste	Fin
Acropolis Investment Management LLC Acropolis Investment Management LLC Investment ManagersFinance Acropolis seeks tax-efficient strategies and securities whenever possible and practicable and seeks to keep turnover and the related transaction costs low. The Investment Committee uses historic long-term commercial and academic data to estimate the risk, return and correlation properties of a variety of asset classes. Various models are then used to create a balanced portfolio with an allocation to stocks and bonds based on the client’s situation.	Analyst-Equity	01/03/2015

Voir l'expérience en détail de Peter Joseph Lazaroff

Formation de Peter Joseph Lazaroff

Expériences
Fonctions occupées

Actives

Inactives

Sociétés cotées

Entreprise privées

Voir l'expérience en détail de Peter Joseph Lazaroff

Relations

Relations au 1er degré

Entreprises liées au 1er degré

Homme

Femme

Administrateurs

Exécutifs

Voir le réseau personnel

Sociétés liées

Entreprise privées	4
Acropolis Investment Management LLC Acropolis Investment Management LLC Investment ManagersFinance Acropolis seeks tax-efficient strategies and securities whenever possible and practicable and seeks to keep turnover and the related transaction costs low. The Investment Committee uses historic long-term commercial and academic data to estimate the risk, return and correlation properties of a variety of asset classes. Various models are then used to create a balanced portfolio with an allocation to stocks and bonds based on the client’s situation.	Finance
Plancorp LLC Plancorp LLC Investment ManagersFinance Plancorp’s investment philosophy is grounded in Modern Portfolio Theory. The firm adheres to the passive asset management style of investing and, thus, recommends no-load passively managed mutual funds. They develop customized portfolios based on a long-term asset allocation strategy that is consistent with the client's investment objective and risk tolerance for their investment management clients. The firm typically uses academic-based research in analyzing passively managed mutual funds that it recommends to clients.	Finance
DePauw University DePauw University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Boys & Girls Clubs of Greater St. Louis Boys & Girls Clubs of Greater St. Louis Miscellaneous Commercial ServicesCommercial Services Operates boys and girls club	Commercial Services