Peter Hatton Iii, Cfa Email & Phone Number

New York, Ny, Us

Bermuda (Pembroke, Hm), Bm

Private markets co-investment and primary fund investing with specialization in Private Equity and Private Credit

Houston, Texas, Us

Private Equity Co-Investment

New York, Ny, Us

Direct Alternative Investments - Private Equity co-investment

Zurich, Ch

• Met with clients to perform quarterly performance reviews and ensure wealth management strategies were still in line with client goals• Created 529 college savings models to assist in client planning for future college expenses• Planned and organized a marketing event for both clients and prospects • Had extensive visits to fully explore breadth of Advisor responsibilities including Firm (upper) management, Regional Sales Specialists, product managers, portfolio managers, and client events• Ran FI360 report as part of due diligence process to examine mutual fund performance • Analyzed market data to determine historical trends in correlation with future market movements

• Prepared financing documents under the supervision of firm’s general counsel• Prepared financial models for analysis of both debt and equity transactions • Acted as liaison via phone and email contact with borrower, partner and management personnel across diverse investments• Performed both electronic and paper filing functions as directed

Bachelor Of Arts - Ba, Economics Major, Finance Minor

High School