Alex Peters
Director of Investments bei Hohimer Wealth Management LLC
Profil
Mr. Alexander W.
Peters, CFA MBA, is a Director of Investments at Hohimer Wealth Management LLC.
He has over 20 years of experience as a portfolio manager and research analyst.
He oversees the investment process and strives to provide clients with the best possible investment results.
Mr. Peters was previously employed with Franklin Templeton Investments.
As a portfolio manager, he has managed large institutional accounts and developed expertise in asset classes including equities, bonds, loans and structured notes.
His research coverage has spanned many industries including Technology, Communications, Energy, Utilities and Real Estate.
He received his undergraduate degree from the University of Washington and an MBA from the University of San Francisco.
He holds the designation of Chartered Financial Analyst.
Aktive Positionen von Alex Peters
Unternehmen | Position | Beginn |
---|---|---|
Hohimer Wealth Management LLC
Hohimer Wealth Management LLC Investment ManagersFinance Hohimer Wealth Management LLC (HWM) is an independent, SEC-registered investment advisor headquartered in Seattle, Washington. The firm was founded by David H. Hohimer in 2019. HWM manages investment portfolios for individuals, high-net-worth individuals, pensions, trusts, businesses and corporations. | Director of Investments | 01.04.2019 |
Ehemalige bekannte Positionen von Alex Peters
Unternehmen | Position | Ende |
---|---|---|
Franklin Advisers, Inc.
Franklin Advisers, Inc. Investment ManagersFinance Franklin Advisers, Inc. is a mutual fund manager and registered investment advisor headquartered in San Mateo, California. The firm was founded in 1985 and is a subsidiary of Franklin Resources, Inc. (NYSE: BEN), a holding company that, together with its various subsidiaries is referred to as Franklin Templeton Investments. Franklin Advisers provides investment advisory and portfolio management services to US and non-US, registered open-end and closed-end funds and unregistered funds, as well as separate accounts. | Analyst-Equity | 01.04.2019 |
Ausbildung von Alex Peters
University of Washington | Undergraduate Degree |
University of San Francisco | Masters Business Admin |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 2 |
---|---|
Franklin Advisers, Inc.
Franklin Advisers, Inc. Investment ManagersFinance Franklin Advisers, Inc. is a mutual fund manager and registered investment advisor headquartered in San Mateo, California. The firm was founded in 1985 and is a subsidiary of Franklin Resources, Inc. (NYSE: BEN), a holding company that, together with its various subsidiaries is referred to as Franklin Templeton Investments. Franklin Advisers provides investment advisory and portfolio management services to US and non-US, registered open-end and closed-end funds and unregistered funds, as well as separate accounts. | Finance |
Hohimer Wealth Management LLC
Hohimer Wealth Management LLC Investment ManagersFinance Hohimer Wealth Management LLC (HWM) is an independent, SEC-registered investment advisor headquartered in Seattle, Washington. The firm was founded by David H. Hohimer in 2019. HWM manages investment portfolios for individuals, high-net-worth individuals, pensions, trusts, businesses and corporations. | Finance |