Peter Essele | Vice President | Midwest Financial Group WI

Peter Essele CFA®, CAIA, CFP®

Vice President, Investment Management and Research
  • Oversees asset allocation, fund selection, and overall management of Commonwealth’s discretionary platform, Preferred Portfolio Services® Select
  • Holds the CERTIFIED FINANCIAL PLANNER professional certification and the Chartered Alternative Investment Analyst (CAIA) designation, and is a Chartered Financial Analyst® (CFA®) charterholder and a member of the Boston Security Analysts Society
  • Holds the FINRA Series 7, 24, 31, 53, and 66 securities registrations
  • Earned a BS in industrial economics from Union College
  • Has prior experience in positions at Albany International and Kestner Engineers