Peter Isern Jr
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Peter Isern Jr Email & Phone Number

Senior Investment Portfolio Associate at Insigneo
Location: Boston, Massachusetts, United States 14 work roles 3 schools
1 work email found @insigneo.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email p****@insigneo.com
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Current company
Insigneo
Role
Senior Investment Portfolio Associate
Location
Boston, Massachusetts, United States
Company size
135 employees

Who is Peter Isern Jr? Overview

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Quick answer

Peter Isern Jr is listed as Senior Investment Portfolio Associate at Insigneo, a company with 135 employees, based in Boston, Massachusetts, United States. AeroLeads shows a work email signal at insigneo.com and a matched LinkedIn profile for Peter Isern Jr.

Peter Isern Jr previously worked as Regional Director, Platform Development at Natixis Investment Managers and Regional Director, Fiduciary Services at Natixis Investment Managers. Peter Isern Jr holds Bachelor'S Degree, Economins from Florida International University.

Company email context

Email format at Insigneo

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*@insigneo.com
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Profile bio

About Peter Isern Jr

As a Regional Director, I focus on servicing, retaining, and growing our asset base across the country. In an effort to bring value to our clients my primary focus is to provide macro-knowledge, investment solutions, and innovative ideas to help advisors manage their business and service their clients. With nearly six years’ experience working with retirement and solutions business unites covering wirehouse, RIAs, Family offices, and regional broker dealers.Prior to joining Natixis, I served as an analyst underwriting international trade loans in Miami. I attended Florida International University, where I studied Economics and Finance, and am FINRA Series 7 and 66 licensed. With a leadership role in the firm’s Latino Employee Resource group, I volunteer with our Latino based charity partners and work as a resource for Latino new hires at the firm.For important social media community guidelines, please visit im.natixis.com/us/social-media-guidelines.Natixis Investment Managers includes all of the investment management and distribution entities affiliated with Natixis Distribution, LLC. and Natixis Investment Managers S.A. im.natixis.com.

Listed skills include Leadership, Financial Analysis, Strategic Planning, Marketing, and 2 others.

Current workplace

Peter Isern Jr's current company

Company context helps verify the profile and gives searchers a useful next step.

Insigneo
Insigneo
Senior Investment Portfolio Associate
miami, florida, united states
Website
insigneo.com
Employees
135
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Company profile
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14 roles

Peter Isern Jr work experience

A career timeline built from the work history available for this profile.

Senior Investment Portfolio Associate

Current
Insigneo

Miami, Florida, United States

Jan 2023 - Present

Graduate Student

Florida International University

Miami

  • Covered vast range of financial topics including:
  • Corporate Finance Project Analysis Hedging
  • Security Analysis In-depth research and investment strategies across various asset classes Equity, Fixed income, Mutual Funds, ETFs, MBS, Derivatives
  • Portfolio Management Asset allocation and portfolio management Experience in statistical models in excel for optimal portfolio construction ** See attached file "Mutual Fund Portfolio Construction"
  • Risk Management Use derivatives market for hedging strategies Options, Futures (Commodities, FX, Eurodollar)
  • Financial Management Policy Strong understanding of industry compliance and regulation Basel III Dodd-Frank CFA Code of Ethics and Standards
Jan 2015 - Dec 2015

Intern

Ubs

Miami

Jun 2014 - Dec 2014

Store Associate

Toy Town

Key Biscayne

Apr 2012 - May 2014

Bartender

Ibis Lounge

Key Biscayne, FL

May 2012 - Oct 2013

Brand Ambassador

Destilleria Caneca Llc

Miami, FL

May 2013 - Aug 2013

Intern

Us Congress

Washington D.C.

Interned with Congresswoman Ileana Ros-Lehtinen on Capitol Hill. Oversaw management of other interns and tours for guests.

May 2008 - Jul 2008
Team & coworkers

Colleagues at Insigneo

Other employees you can reach at insigneo.com. View company contacts for 135 employees →

DT Daniel Toledo Daniel Toledo Colleague at Insigneo Uruguay, Uruguay View → AZ Ana Zuffo Herrera Ana Zuffo Herrera Colleague at Insigneo Uruguay, Uruguay View → AH Anni Hidalgo Grieco Anni Hidalgo Grieco Colleague at Insigneo Provincia De Santiago, Santiago Metropolitan Region, Chile, Chile View → MG Michael Gonzalez, Msf Michael Gonzalez, Msf Colleague at Insigneo Miami, Florida, United States, United States View → OF Oscar Fernández Esté Oscar Fernández Esté Colleague at Insigneo Houston, Texas, United States, United States View → EG Enzo Guerra Ferrari Enzo Guerra Ferrari Colleague at Insigneo Montevideo, Montevideo, Uruguay, Uruguay View → AH Andrea Hernandez Zavarce Andrea Hernandez Zavarce Colleague at Insigneo New York, New York, United States, United States View → SF Sabrina Fina Sabrina Fina Colleague at Insigneo Miami, Florida, United States, United States View → EF Elias Fakhouri Elias Fakhouri Colleague at Insigneo Miami, Florida, United States, United States View → AP Anthony Pena Anthony Pena Colleague at Insigneo Miami, Florida, United States, United States View →
3 education records

Peter Isern Jr education

High School

Belen Jesuit Preparatory School
FAQ

Frequently asked questions about Peter Isern Jr

Quick answers generated from the profile data available on this page.

What company does Peter Isern Jr work for?

Peter Isern Jr works for Insigneo.

What is Peter Isern Jr's role at Insigneo?

Peter Isern Jr is listed as Senior Investment Portfolio Associate at Insigneo.

What is Peter Isern Jr's email address?

AeroLeads has found 1 work email signal at @insigneo.com for Peter Isern Jr at Insigneo.

Where is Peter Isern Jr based?

Peter Isern Jr is based in Boston, Massachusetts, United States while working with Insigneo.

What companies has Peter Isern Jr worked for?

Peter Isern Jr has worked for Insigneo, Natixis Investment Managers, Plus International Bank, Florida International University, and The Washington Economics Group, Inc..

Who are Peter Isern Jr's colleagues at Insigneo?

Peter Isern Jr's colleagues at Insigneo include Daniel Toledo, Ana Zuffo Herrera, Anni Hidalgo Grieco, Michael Gonzalez, Msf, and Oscar Fernández Esté.

How can I contact Peter Isern Jr?

You can use AeroLeads to view verified contact signals for Peter Isern Jr at Insigneo, including work email, phone, and LinkedIn data when available.

What schools did Peter Isern Jr attend?

Peter Isern Jr holds Bachelor'S Degree, Economins from Florida International University.

What skills is Peter Isern Jr known for?

Peter Isern Jr is listed with skills including Leadership, Financial Analysis, Strategic Planning, Marketing, Sales, and Customer Service.

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