![Peter Roberto headshot](/sites/matthewcuplin.us1.advisor.ws/files/styles/portrait_500x600/public/images/peter_roberto.jpeg?h=82839b45&itok=CUNFtfVf)
Peter Roberto
Research Analyst, Equity
- Supports analysts with due diligence and research activities on mutual funds, exchange traded-funds, and equities
- Evaluates and selects managers and disseminates research in the global and foreign SMID markets asset classes
- Assists the Investment Management team with calculating, analyzing, and updating both internal and external performance and attribution reports
Earned a BS in management, with an emphasis in finance, from Worcester Polytechnic Institute and is currently a Level II Chartered Financial Analyst® (CFA®) candidate