Peter Jacobs, Cfa®, Cfp®
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Peter Jacobs, Cfa®, Cfp® Email & Phone Number

Senior Portfolio Manager at Tschetter Group
Location: Bellevue, Washington, United States 5 work roles 3 schools
1 work email found @tschettergroup.com 9 phones found area 206, 312, 253, 412, and 425 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 9 phones

Work email p****@tschettergroup.com
Direct phone (206) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Tschetter Group
Role
Senior Portfolio Manager
Location
Bellevue, Washington, United States
Company size
7 employees

Who is Peter Jacobs, Cfa®, Cfp®? Overview

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Quick answer

Peter Jacobs, Cfa®, Cfp® is listed as Senior Portfolio Manager at Tschetter Group, a company with 7 employees, based in Bellevue, Washington, United States. AeroLeads shows a work email signal at tschettergroup.com, phone signal with area code 206, 312, 253, 412, 425, and a matched LinkedIn profile for Peter Jacobs, Cfa®, Cfp®.

Peter Jacobs, Cfa®, Cfp® previously worked as Chief Investment Strategist for Stifel RMG Group at Stifel Financial Corp. and Principal at Jacobs | Broel Asset Mananagement, Llc. Peter Jacobs, Cfa®, Cfp® holds Mba from The University Of Chicago Booth School Of Business.

Company email context

Email format at Tschetter Group

This section adds company-level context without repeating Peter Jacobs, Cfa®, Cfp®'s masked contact details.

{first}@tschettergroup.com
89% confidence

AeroLeads found 1 current-domain work email signal for Peter Jacobs, Cfa®, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Peter Jacobs, Cfa®, Cfp®

Peter Jacobs, Cfa®, Cfp® is a Senior Portfolio Manager at Tschetter Group. He possess expertise in equity research, investments, asset management, equities, securities and 9 more skills.

Listed skills include Equity Research, Investments, Asset Management, Equities, and 10 others.

Current workplace

Peter Jacobs, Cfa®, Cfp®'s current company

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

Tschetter Group
Tschetter Group
Senior Portfolio Manager
bellevue, washington, united states
Website
tschettergroup.com
Employees
7
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Company profile
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5 roles · 32 years

Peter Jacobs, Cfa®, Cfp® work experience

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

Senior Portfolio Manager

Current
Tschetter Group

Bellevue, Washington, United States

Aug 2022 - Present

Chief Investment Strategist For Stifel Rmg Group

Stifel Financial Corp.

Bellevue, WA

May 2017 - Aug 2022

Principal

Jacobs | Broel Asset Mananagement, Llc

Greater Seattle Area

Jan 2011 - Apr 2017
Team & coworkers

Colleagues at Tschetter Group

Other employees you can reach at tschettergroup.com. View company contacts for 7 employees →

AB Amy Burry Amy Burry Colleague at Tschetter GroupBellevue, Washington, United States, United States View → HR Henry Roberts Henry Roberts Colleague at Tschetter GroupBellevue, Washington, United States, United States View → RT Richard Tschetter Richard Tschetter Colleague at Tschetter GroupBellevue, Washington, United States, United States View → AG Alden Gwinn Alden Gwinn Colleague at Tschetter GroupBellevue, Washington, United States, United States View → IR Iván Rúzsa Iván Rúzsa Colleague at Tschetter GroupSenta, Vojvodina, Serbia, Serbia View → EG Eli Gripp Eli Gripp Colleague at Tschetter GroupSeattle, Washington, United States, United States View → DT David Tschetter, Cws® David Tschetter, Cws® Colleague at Tschetter GroupBellevue, Washington, United States, United States View → TB Travis Bomgardner, Crpc® Travis Bomgardner, Crpc® Colleague at Tschetter GroupGreater Seattle Area, United States View → DC Danny Costello Danny Costello Colleague at Tschetter GroupSeattle, Washington, United States, United States View → EP Ella Peterson Ella Peterson Colleague at Tschetter GroupBellevue, Washington, United States, United States View →
3 education records

Peter Jacobs, Cfa®, Cfp® education

Education record

Quaker Valley High School
FAQ

Frequently asked questions about Peter Jacobs, Cfa®, Cfp®

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

What company does Peter Jacobs, Cfa®, Cfp® work for?

Peter Jacobs, Cfa®, Cfp® works for Tschetter Group.

What is Peter Jacobs, Cfa®, Cfp®'s role at Tschetter Group?

Peter Jacobs, Cfa®, Cfp® is listed as Senior Portfolio Manager at Tschetter Group.

What is Peter Jacobs, Cfa®, Cfp®'s email address?

AeroLeads has found 1 work email signal at @tschettergroup.com for Peter Jacobs, Cfa®, Cfp® at Tschetter Group.

What is Peter Jacobs, Cfa®, Cfp®'s phone number?

AeroLeads has found 9 phone signal(s) with area code 206, 312, 253, 412, 425 for Peter Jacobs, Cfa®, Cfp® at Tschetter Group.

Where is Peter Jacobs, Cfa®, Cfp® based?

Peter Jacobs, Cfa®, Cfp® is based in Bellevue, Washington, United States while working with Tschetter Group.

What companies has Peter Jacobs, Cfa®, Cfp® worked for?

Peter Jacobs, Cfa®, Cfp® has worked for Tschetter Group, Stifel Financial Corp., Jacobs | Broel Asset Mananagement, Llc, Ragen Mackenzie, A Division Of Wells Fargo Investments, and The Boeing Company.

Who are Peter Jacobs, Cfa®, Cfp®'s colleagues at Tschetter Group?

Peter Jacobs, Cfa®, Cfp®'s colleagues at Tschetter Group include Amy Burry, Henry Roberts, Richard Tschetter, Alden Gwinn, and Iván Rúzsa.

How can I contact Peter Jacobs, Cfa®, Cfp®?

You can use AeroLeads to view verified contact signals for Peter Jacobs, Cfa®, Cfp® at Tschetter Group, including work email, phone, and LinkedIn data when available.

What schools did Peter Jacobs, Cfa®, Cfp® attend?

Peter Jacobs, Cfa®, Cfp® holds Mba from The University Of Chicago Booth School Of Business.

What skills is Peter Jacobs, Cfa®, Cfp® known for?

Peter Jacobs, Cfa®, Cfp® is listed with skills including Equity Research, Investments, Asset Management, Equities, Securities, Mutual Funds, Financial Advisory, and Portfolio Management.

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