Peter Essele

Senior Investment Research Analyst

Research, Commonwealth Financial Network®

  • Responds to inquiries on various investment topics, including asset allocation, mutual funds, exchange-traded funds, and separate account managers.
  • Supports the Research team in creating reports, commentary, and investment manager profiles; and on other investment-related project work.
  • Member of the Asset Management team, which oversees PPS Select and the Commonwealth Model Portfolios.
  • Holds FINRA Series 7, 24, 31, 53, and 66 securities registrations and is a CFA Level III candidate.
  • BS in Industrial Economics, Union College
  • Prior experience includes roles at Albany International and Kestner Engineers.