AeroLeads people directory · profile
Peter Oh, Cfa, Caia Email & Phone Number
Co-Founder
at
Endowment Exchange
1 work email found
@iconiqcapital.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Co-Founder
Location
Singapore, Singapore, Singapore
Company size
Who is Peter Oh, Cfa, Caia? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Peter Oh, Cfa, Caia is listed as Co-Founder at Endowment Exchange, a company with 2 employees, based in Singapore, Singapore, Singapore. AeroLeads shows a work email signal at iconiqcapital.com and a matched LinkedIn profile for Peter Oh, Cfa, Caia.
Peter Oh, Cfa, Caia previously worked as Financial Advisory at Iconiq Capital and Co-Founder & Editor-in-Chief at The Investquest. Peter Oh, Cfa, Caia holds Double Degree Program. Bachelor Of Accountancy & Bachelor Of Business Management (Finance) from Singapore Management University.
Company email context
Email format at Endowment Exchange
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*@iconiqcapital.com
68% confidence
AeroLeads found 1 current-domain work email signal for Peter Oh, Cfa, Caia. Compare company email patterns before reaching out.
Profile bio
About Peter Oh, Cfa, Caia
Strong technical expertise in providing cross-asset investment advisory to Family Offices, Corporates and High Net Worth Individuals. CFA and CAIA charterholder. Graduated Summa Cum Laude from Singapore Management University with a double degree in Accountancy and Business Management. Co-founded The InvestQuest and Endowment Exchange.
Listed skills include Private Equity, Portfolio Management, Investment Strategies, Due Diligence, and 14 others.
Current workplace
Peter Oh, Cfa, Caia's current company
Company context helps verify the profile and gives searchers a useful next step.
Endowment Exchange
9 roles
Peter Oh, Cfa, Caia work experience
A career timeline built from the work history available for this profile.
Financial Advisory
CurrentICONIQ Capital is a privately-held investment firm that serves some of the world’s most influential families and organizations. ICONIQ provides financial advisory and family office services, and manages direct investments with a focus on technology growth equity, venture capital, middle market buyout and real estate.
Jul 2021 - Present
Co-Founder
CurrentAs featured in The Straits Times. Endowment Exchange buys over existing endowment policies, offering policyholders more than the surrender value. Visit us at endowmentexchange.com
Nov 2020 - Present
Co-Founder & Editor-In-Chief
As quoted in The Business Times. Since launch, accumulated over half a million in views and >5,500 treasured subscribers. Visit us at theinvestquest.com
Jun 2020 - Jun 2021
Vice-President, Investment Counselling
Managed a client book of 35 relationships with cumulative AUM of ~USD 300mm, formulating investment mandates using a multi-asset class framework. Conscientious and methodical, with a clean record for risk adherence and with zero trade errors throughout career.
Jul 2017 - May 2020
Global Investment Specialist
Alongside two Executive Directors, advised clients with a cumulative AUM of ~USD 1b. Constructed cross-asset investment proposals, with extensive client-facing experience.
Jun 2014 - Jul 2017
Summer Intern, Equity Research
Supported property and macro strategy analysts in updating valuation models and drafting earnings notes, with numerous opportunities to interact with company management.
Jun 2013 - Aug 2013
Fall Intern, Portfolio Management
Svg Advisers
SVG Advisers is a Private Equity Fund of Funds manager. Had recommended investments in selected Asian private equity funds. Conducted macroeconomic research to help formulate the firm’s investment strategies.
Aug 2012 - Nov 2012
Summer Intern, Acquisition Research Team
Point Hope is a Private Equity firm. It manages multiple funds as well as a consulting business of equity value creation for mid-to-large sized publicly listed companies.
May 2012 - Jul 2012
4 education records
Peter Oh, Cfa, Caia education
Double Degree Program. Bachelor Of Accountancy & Bachelor Of Business Management (Finance)
Fall Semester, Exchange Program
Summer Study Program
Singapore-Cambridge Gce Advanced Level
FAQ
Frequently asked questions about Peter Oh, Cfa, Caia
Quick answers generated from the profile data available on this page.
What company does Peter Oh, Cfa, Caia work for?
Peter Oh, Cfa, Caia works for Endowment Exchange.
What is Peter Oh, Cfa, Caia's role at Endowment Exchange?
Peter Oh, Cfa, Caia is listed as Co-Founder at Endowment Exchange.
What is Peter Oh, Cfa, Caia's email address?
AeroLeads has found 1 work email signal at @iconiqcapital.com for Peter Oh, Cfa, Caia at Endowment Exchange.
Where is Peter Oh, Cfa, Caia based?
Peter Oh, Cfa, Caia is based in Singapore, Singapore, Singapore while working with Endowment Exchange.
What companies has Peter Oh, Cfa, Caia worked for?
Peter Oh, Cfa, Caia has worked for Endowment Exchange, Iconiq Capital, The Investquest, Hsbc Private Banking, and J.P. Morgan.
How can I contact Peter Oh, Cfa, Caia?
You can use AeroLeads to view verified contact signals for Peter Oh, Cfa, Caia at Endowment Exchange, including work email, phone, and LinkedIn data when available.
What schools did Peter Oh, Cfa, Caia attend?
Peter Oh, Cfa, Caia holds Double Degree Program. Bachelor Of Accountancy & Bachelor Of Business Management (Finance) from Singapore Management University.
What skills is Peter Oh, Cfa, Caia known for?
Peter Oh, Cfa, Caia is listed with skills including Private Equity, Portfolio Management, Investment Strategies, Due Diligence, Investments, Banking, Microsoft Excel, and Equity Valuation.
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