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Peter J Brunton, Cfa Email & Phone Number

Chief Investment Strategist at Strategic Wealth Partners
Location: United States 5 work roles 2 schools
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Current company
Strategic Wealth Partners
Role
Chief Investment Strategist
Location
United States
Company size
24 employees

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Peter J Brunton, Cfa is listed as Chief Investment Strategist at Strategic Wealth Partners, a with 24 employees, based in United States. AeroLeads shows a matched LinkedIn profile for Peter J Brunton, Cfa.

Peter J Brunton, Cfa previously worked as Chief Investment Officer at Strategic Wealth Partners and Vice President, Senior Portfolio Manager at U.S. Bank. Peter J Brunton, Cfa holds Master Of Business Administration (Mba), Finance, General from San Francisco State University, Lam Family College Of Business.

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Strategic Wealth Partners

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Profile bio

About Peter J Brunton, Cfa

As Chief Investment Officer of Strategic Wealth Partners, my job is to build institutional quality investment strategies and custom retirement plans.Our process is straightforward, but powerful......1) Create the foundation by building the personalized retirement plan. That means forecasting all future cash-flows to determine what risk/return combination is necessary to achieve your specific objectives.2) Stress testing the plan by adding "shocks" such as aggressive inflation, unanticipated major medical costs, and stock market turmoil.3) Optimizing the plan by creating concrete tax mitigation strategies, utilizing risk-management tools, and building a portfolio with a better mix of assets.4) Creating an all-weather investment portfolio designed to improve the risk/return profile utilizing individual stocks, bonds, real estate, & direct investments.5) Continuously serving as a fiduciary to ensure our clients are achieving their goals and getting the most out of their assets.Disclosure: https://tinyurl.com/y74uxgco

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Peter J Brunton, Cfa's current company

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Strategic Wealth Partners
Strategic Wealth Partners
Chief Investment Strategist
United States
Website
swpconnect.com
Employees
24
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5 roles · 13 years

Peter J Brunton, Cfa work experience

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Chief Investment Officer

Current
Strategic Wealth Partners

Independence, Oh, Us

Direct firm investment strategy, asset allocation, and outlook.Work with clients to develop personalized retirement plans combining investments, tax-strategy, risk-management, and legacy planning.Build custom client portfolios designed to maximize after-tax returns and retirement income.Evaluate best of breed managers to construct institutional quality, global investment platform.

Dec 2016 - Present

Vice President, Senior Portfolio Manager

U.S. Bank

Minneapolis, Mn, Us

Constructed customized portfolios for high net worth clients designed to achieve risk/reward objectives. Collaborated with fiduciary advisors such as CPAs and estate planning attorneys to structure portfolios to maximize long-term wealth creation.Partnered with trust and business development colleagues to create tailored prospective client presentations analyzing current holdings and recommending appropriate changes to improve efficiency and return profile.Presented to both existing and prospective clients articulating firm’s process, market outlook, and portfolio performance.Researched comingled funds, both public and private, for use in client portfolios. Emphasis on maximizing after-tax, risk-adjusted returns.

2014 - 2016 ~2 yrs

Assistant Vp, Portfolio Manager

Whittier Trust Company

Pasadena, Ca, Us

Lead portfolio manager for over $350M of trust, agency, and charitable accounts utilizing a combination of individual securities and comingled funds. Collaborated with executive level PM’s on additional $1.1B.Articulated company’s market outlook and provided portfolio updates during quarterly client meetings.Responsible for the firm’s tactical asset allocation models based on the study of relative value between asset classes and macroeconomic conditions.Lead analyst for the exchange traded, closed end, and mutual fund research group.Analyzed prospective client portfolios and recommended changes based on investment objectives/risk tolerance. Consulted with business development officers and tailored marketing material to increase client acquisition success rate.Spearheaded development of the firm’s global dividend strategy.

Jan 2010 - Jun 2014

Portfolio Analyst

Whittier Trust Company

Pasadena, Ca, Us

Analyzed client portfolios and made tactical adjustments based on current macroeconomic and asset class specific fundamentals.Lead energy sector analyst for the company’s large cap core strategy.Utilized financial analysis tools such as Excel, Bloomberg, and Factset to create economic charts for use as discussion tools during client and investment department meetings.Created financial models for use in security/asset class valuations, ad-hoc projects and estate planning.

Oct 2007 - Jan 2010
Team & coworkers

Colleagues at Strategic Wealth Partners

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A( Anthony (Tony) Zabiegala, Crpc® Anthony (Tony) Zabiegala, Crpc® Colleague at Strategic Wealth PartnersIndependence, Ohio, United States View → JR Joe Rudnicki Joe Rudnicki Colleague at Strategic Wealth PartnersWilloughby, Ohio, United States View → AF Andrew Ferraro Andrew Ferraro Colleague at Strategic Wealth PartnersColumbus, Ohio, United States View → KP Kate Pudlock Kate Pudlock Colleague at Strategic Wealth PartnersIndependence, Ohio, United States View → RE Rick Eicheldinger, Cfp®, Ea, Clu® Rick Eicheldinger, Cfp®, Ea, Clu® Colleague at Strategic Wealth PartnersCanton, Ohio, United States View → HR Haley Rohde Haley Rohde Colleague at Strategic Wealth PartnersIndependence, Ohio, United States View → MB Matt Bures Matt Bures Colleague at Strategic Wealth PartnersIndependence, Ohio, United States View → JR Joe Rudnicki, Crpc® Joe Rudnicki, Crpc® Colleague at Strategic Wealth PartnersCleveland, Ohio, United States View → MT Mark Tepper, Cfp® Mark Tepper, Cfp® Colleague at Strategic Wealth PartnersIndependence, Ohio, United States View → MG Matthew Geary, Cfa Matthew Geary, Cfa Colleague at Strategic Wealth PartnersGreater Cleveland, United States View →
2 education records

Peter J Brunton, Cfa education

Master Of Business Administration (Mba), Finance, General

San Francisco State University, Lam Family College Of Business

Bachelor'S Degree, History

Uc Santa Barbara
FAQ

Frequently asked questions about Peter J Brunton, Cfa

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What company does Peter J Brunton, Cfa work for?

Peter J Brunton, Cfa works for Strategic Wealth Partners.

What is Peter J Brunton, Cfa's role at Strategic Wealth Partners?

Peter J Brunton, Cfa is listed as Chief Investment Strategist at Strategic Wealth Partners.

Where is Peter J Brunton, Cfa based?

Peter J Brunton, Cfa is based in United States while working with Strategic Wealth Partners.

What companies has Peter J Brunton, Cfa worked for?

Peter J Brunton, Cfa has worked for Strategic Wealth Partners, U.S. Bank, and Whittier Trust Company.

Who are Peter J Brunton, Cfa's colleagues at Strategic Wealth Partners?

Peter J Brunton, Cfa's colleagues at Strategic Wealth Partners include Anthony (Tony) Zabiegala, Crpc®, Joe Rudnicki, Andrew Ferraro, Kate Pudlock, and Rick Eicheldinger, Cfp®, Ea, Clu®.

How can I contact Peter J Brunton, Cfa?

You can use AeroLeads to view verified contact signals for Peter J Brunton, Cfa at Strategic Wealth Partners, including work email, phone, and LinkedIn data when available.

What schools did Peter J Brunton, Cfa attend?

Peter J Brunton, Cfa holds Master Of Business Administration (Mba), Finance, General from San Francisco State University, Lam Family College Of Business.

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