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Peter James Brunton
Investment Committee Member at
Strategic Wealth Partners Ltd.
Profile
Mr. Peter J.
Brunton, CFA MBA, is a Chief Investment Strategist & Senior Wealth Advisor at Strategic Wealth Partners Ltd. He has 15 years of experience in portfolio management, investment research, and planning strategy.
He has served in various senior VP roles as a portfolio manager in the asset management, banking, and family-office industries.
He earned his BA in history from the University of California Santa Barbara and his MBA in finance from San Francisco State University.
Peter James Brunton active positions
| Companies | Position | Start |
|---|---|---|
Strategic Wealth Partners Ltd.
 Strategic Wealth Partners Ltd. Investment ManagersFinance SWP uses charting, fundamental and technical analysis in formulating their investment advice and/or managing client assets. The firm uses both long-term trading and short-term trading. They utilize investment strategies that are designed to capture market rate of both return and risk. | Investment Committee Member | 01/01/2017 |
Former positions of Peter James Brunton
| Companies | Position | End |
|---|---|---|
Whittier Trust Co.
 Whittier Trust Co. Investment ManagersFinance Whittier Trust designs a custom investment portfolio that enhances client's wealth by maximizing risk-adjusted, after-tax returns and perpetuating the growth of their investable assets across generations. | Analyst-Equity | 01/06/2013 |
Training of Peter James Brunton
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
95
1st degree connections
4
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Whittier Trust Co.
Whittier Trust Co. Investment ManagersFinance Whittier Trust designs a custom investment portfolio that enhances client's wealth by maximizing risk-adjusted, after-tax returns and perpetuating the growth of their investable assets across generations. | Finance |
San Francisco State University
 San Francisco State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of California, Berkeley
 University of California, Berkeley Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Strategic Wealth Partners Ltd.
Strategic Wealth Partners Ltd. Investment ManagersFinance SWP uses charting, fundamental and technical analysis in formulating their investment advice and/or managing client assets. The firm uses both long-term trading and short-term trading. They utilize investment strategies that are designed to capture market rate of both return and risk. | Finance |
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