AeroLeads people directory · profile
Peter Eickelberg, Cfa, Cfp® Email & Phone Number
Senior Portfolio Manager
at
ABLE Financial Group
1 work email found
@alphafiduciary.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 86%
Current company
Role
Senior Portfolio Manager
Location
Phoenix, Arizona, United States
Who is Peter Eickelberg, Cfa, Cfp®? Overview
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Quick answer
Peter Eickelberg, Cfa, Cfp® is listed as Senior Portfolio Manager at ABLE Financial Group, based in Phoenix, Arizona, United States. AeroLeads shows a work email signal at alphafiduciary.com and a matched LinkedIn profile for Peter Eickelberg, Cfa, Cfp®.
Peter Eickelberg, Cfa, Cfp® previously worked as Consultant at Self Employed - Frontview Consulting Llc and Managing Director at Alpha Fiduciary. Peter Eickelberg, Cfa, Cfp® holds Cfa, Chartered Financial Analyst Program from Cfa Institute.
Company email context
Email format at ABLE Financial Group
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{first}@alphafiduciary.com
86% confidence
AeroLeads found 1 current-domain work email signal for Peter Eickelberg, Cfa, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Peter Eickelberg, Cfa, Cfp®
CIO | CCO | RIA | Portfolio Manager | Operations | Compliance | Private Equity | ConsultantStrong background in client service, investment research and management, client communications, operations and compliance within the registered investment advisor (RIA) space. Six years registered representative with a major brokerage. Six years leading investment department of a major financial planning firm. Six years managing compliance and operations for independent RIA running 18 private equity funds and one '40 Act mutual fund.HNW and UHNW clients enjoy working with me because I am helpful, professional, possess expert knowledge, and can solve problems quickly and explain solutions clearly. I also have been privileged to accumulate many life and travel experiences that allow me to relate to clients from many backgrounds.Disclosures:Advisory products and services offered by Investment Advisory Representatives through ABLE Financial Group, LLC, a Registered Investment Advisor. Securities offered by Registered Representatives through Private Client Services, Member FINRA/SIPC. Private Client Services and ABLE Financial Group are unaffiliated entities. Our Advisors are Securities Registered in the following states: AL, AZ, CA, CO, CT, DC, FL, GA HI, ID, IA, IL, IN, KS, KY, LA, ME, MD, MA, MI, MN, MO, MT, NJ, NM, NV, NY, NC, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WY. Our Advisors offer advisory products and services in the following states: AL, AZ, CA, CO, CT, DC, FL, GA HI, ID, IA, IL, IN, KS, KY, LA, ME, MD, MA, MI, MN, MO, MT, NJ, NM, NV, NY, NC, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WY.States PCS does not offer tax or legal advice, always consult a licensed professional for guidance on such matters. ABLE Financial Group is a registered investment adviser. Advisory services are only offered to clients or prospective clients where ABLE Financial Group and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by ABLE Financial Group unless a client service agreement is in place.A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: FINRA (www.finra.org), SIPC (www.sipc.org)
Current workplace
Peter Eickelberg, Cfa, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Able Financial Group
Website
AeroLeads page
5 roles
Peter Eickelberg, Cfa, Cfp® work experience
A career timeline built from the work history available for this profile.
Senior Portfolio Manager
Current
Jan 2022 - Present
Consultant
Self Employed - Frontview Consulting Llc
Extensive financial services experience includes Registered Representative, (acting) Chief Investment Officer, Chief Compliance Officer, private equity accounting and operations, and IT where needed. I excel at systematizing and optimizing processes. I am available to brainstorm and share best practices as well as to perform outsourced work and remain open to a permanent position.Consulting projects have included:*Website and marketing campaign development.*Compliance and operations advisement for private equity firm.*Operations and process development for RIA firm.*Strategic planning guidance for RIA firm.*Pitch strategy consulting for mutual fund companies.*Ghost writing for a well-known financial personality.*Advising on how to bring in house an investment operation for a financial planning firm.*Managing probates for a boutique law firm.*...and helping open an ice cream parlor. Concurrently with the above, I managed end-of-life care for two elderly friends and settled their estate between June 2020 and March 2021.
Jun 2020 - Jan 2022
Managing Director
Alpha Fiduciary
MD and Chief Compliance Officer. Reporting directly to CEO, provide leadership across a $500 million+ registered investment adviser (RIA) including investment management, compliance, operations, and information technology.Develop, implement, and monitor compliance processes. Oversee and contribute to investment committee. Collaborate on process improvements to generate workflow efficiencies. Manage operational aspects of private equity fund accounting and reporting. Create accounting systems for the unique needs of the firm. Provide input on firm strategy.**Comments made on LinkedIn do not necessarily represent the views of my firm and should not be considered investment advice.**
Apr 2014 - Jun 2020
Senior Investment Officer
Acting Chief Investment Officer 2008-2014. Chair Investment Committee and oversee research in asset allocation, product selection, and use of specialized investment vehicles and strategies for portfolios. Direct and perform investment strategy and product research. Supervise investment processes. Research, write, and deliver regular market commentary and reports for clients and prospects. Develop, communicate, and implement investment policy recommendations for high net-worth clients. Perform marketing strategy and brand-building activities including researching key targets, making press appearances, publishing articles, and providing quotes for industry publications. KeatsConnelly is a cross-border wealth management firm in North America that specializes in helping Canadians and Americans realize their dreams of a cross-border lifestyle. Our offices are in Phoenix, Arizona and Boynton Beach, Florida.
Mar 2006 - Mar 2014
5 education records
Peter Eickelberg, Cfa, Cfp® education
Cfa, Chartered Financial Analyst Program
Cfa Institute
Iaccp, Investment Adviser Certified Compliance Professional® Certification (Expired 12/2021)
National Regulatory Services
Caia (Expired May 2021), Alternative Investments
Caia Association
Ma/Tesl With Distinction, English As A Second Language / Applied Linguistics
Northern Arizona University
Bachelor Of Arts (B.A.), English Language And Literature, General
Arizona State University
FAQ
Frequently asked questions about Peter Eickelberg, Cfa, Cfp®
Quick answers generated from the profile data available on this page.
What company does Peter Eickelberg, Cfa, Cfp® work for?
Peter Eickelberg, Cfa, Cfp® works for ABLE Financial Group.
What is Peter Eickelberg, Cfa, Cfp®'s role at ABLE Financial Group?
Peter Eickelberg, Cfa, Cfp® is listed as Senior Portfolio Manager at ABLE Financial Group.
What is Peter Eickelberg, Cfa, Cfp®'s email address?
AeroLeads has found 1 work email signal at @alphafiduciary.com for Peter Eickelberg, Cfa, Cfp® at ABLE Financial Group.
Where is Peter Eickelberg, Cfa, Cfp® based?
Peter Eickelberg, Cfa, Cfp® is based in Phoenix, Arizona, United States while working with ABLE Financial Group.
What companies has Peter Eickelberg, Cfa, Cfp® worked for?
Peter Eickelberg, Cfa, Cfp® has worked for Able Financial Group, Self Employed - Frontview Consulting Llc, Alpha Fiduciary, and Keatsconnelly.
How can I contact Peter Eickelberg, Cfa, Cfp®?
You can use AeroLeads to view verified contact signals for Peter Eickelberg, Cfa, Cfp® at ABLE Financial Group, including work email, phone, and LinkedIn data when available.
What schools did Peter Eickelberg, Cfa, Cfp® attend?
Peter Eickelberg, Cfa, Cfp® holds Cfa, Chartered Financial Analyst Program from Cfa Institute.
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