Chief Investment Officer
Current
Jun 2023 - Present
AeroLeads people directory · profile
Peter Kim, Cfa Email & Phone Number
Chief Investment Officer, Brandywine Oak Private Wealth
at
Brandywine Oak Private Wealth
1 work email found
@brandywineoak.com
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Chief Investment Officer, Brandywine Oak Private Wealth
Location
Greater Philadelphia, United States
Company size
Who is Peter Kim, Cfa? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Peter Kim, Cfa is listed as Chief Investment Officer, Brandywine Oak Private Wealth at Brandywine Oak Private Wealth, a with 8 employees, based in Greater Philadelphia, United States. AeroLeads shows a work email signal at brandywineoak.com and a matched LinkedIn profile for Peter Kim, Cfa.
Peter Kim, Cfa previously worked as Chief Investment Officer at Brandywine Oak Private Wealth and Director of Investments at Brandywine Oak Private Wealth. Peter Kim, Cfa holds Ba, Economics from Bucknell University.
Company email context
Email format at Brandywine Oak Private Wealth
This section adds company-level context without repeating Peter Kim, Cfa's masked contact details.
*@brandywineoak.com
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AeroLeads found 1 current-domain work email signal for Peter Kim, Cfa. Compare company email patterns before reaching out.
Profile bio
About Peter Kim, Cfa
Peter Kim, Cfa is a Chief Investment Officer, Brandywine Oak Private Wealth at Brandywine Oak Private Wealth. He possess expertise in market, fixed annuities, adobe acrobat, citrix, insurance and 96 more skills.
Listed skills include Market, Fixed Annuities, Adobe Acrobat, Citrix, and 97 others.
Current workplace
Peter Kim, Cfa's current company
Company context helps verify the profile and gives searchers a useful next step.
Brandywine Oak Private Wealth
8 roles
Peter Kim, Cfa work experience
A career timeline built from the work history available for this profile.
Director Of Investments
Jun 2022 - Jun 2023
Vice President
Investment Advisory services offered by United Capital Advisers, LLC a Goldman Sachs Company
Jul 2019 - May 2022
Vice President/Im Advocate
Jan 2017 - Jul 2019
Director Of Operations
Jun 2014 - Dec 2016
Executive Financial Analyst
First Senior Financial Group
Feb 2010 - Mar 2014
Regional Vice President
Penn Street Fund, Inc.
Jan 2008 - Oct 2008
Investor Services Advisor
May 2005 - Dec 2007
Team & coworkers
Colleagues at Brandywine Oak Private Wealth
Other employees you can reach at brandywineoak.com. View company contacts for 8 employees →
AD
Alison Dorsman
Colleague at Brandywine Oak Private WealthKennett Square, Pennsylvania, United States
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MJ
Mark Jackson, Cfp®, Crpc®
Colleague at Brandywine Oak Private WealthKennett Square, Pennsylvania, United States
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LQ
Lisa Quadrini
Colleague at Brandywine Oak Private WealthCharleston, South Carolina Metropolitan Area, United States
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SD
Sienna Depietro
Colleague at Brandywine Oak Private WealthWest Chester, Pennsylvania, United States
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MD
Michelle Dell
Colleague at Brandywine Oak Private WealthUnited States
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Alison Dorsman
Colleague at Brandywine Oak Private WealthKennett Square, Pennsylvania, United States
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MJ
Mark Jackson, Cfp®, Crpc®
Colleague at Brandywine Oak Private WealthKennett Square, Pennsylvania, United States
View →
LQ
Lisa Quadrini
Colleague at Brandywine Oak Private WealthCharleston, South Carolina Metropolitan Area, United States
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SD
Sienna Depietro
Colleague at Brandywine Oak Private WealthWest Chester, Pennsylvania, United States
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MD
Michelle Dell
Colleague at Brandywine Oak Private WealthUnited States
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1 education record
Peter Kim, Cfa education
FAQ
Frequently asked questions about Peter Kim, Cfa
Quick answers generated from the profile data available on this page.
What company does Peter Kim, Cfa work for?
Peter Kim, Cfa works for Brandywine Oak Private Wealth.
What is Peter Kim, Cfa's role at Brandywine Oak Private Wealth?
Peter Kim, Cfa is listed as Chief Investment Officer, Brandywine Oak Private Wealth at Brandywine Oak Private Wealth.
What is Peter Kim, Cfa's email address?
AeroLeads has found 1 work email signal at @brandywineoak.com for Peter Kim, Cfa at Brandywine Oak Private Wealth.
Where is Peter Kim, Cfa based?
Peter Kim, Cfa is based in Greater Philadelphia, United States while working with Brandywine Oak Private Wealth.
What companies has Peter Kim, Cfa worked for?
Peter Kim, Cfa has worked for Brandywine Oak Private Wealth, Goldman Sachs, First Senior Financial Group, Penn Street Fund, Inc., and Merrill Lynch.
Who are Peter Kim, Cfa's colleagues at Brandywine Oak Private Wealth?
Peter Kim, Cfa's colleagues at Brandywine Oak Private Wealth include Alison Dorsman, Mark Jackson, Cfp®, Crpc®, Lisa Quadrini, Sienna Depietro, and Michelle Dell.
How can I contact Peter Kim, Cfa?
You can use AeroLeads to view verified contact signals for Peter Kim, Cfa at Brandywine Oak Private Wealth, including work email, phone, and LinkedIn data when available.
What schools did Peter Kim, Cfa attend?
Peter Kim, Cfa holds Ba, Economics from Bucknell University.
What skills is Peter Kim, Cfa known for?
Peter Kim, Cfa is listed with skills including Market, Fixed Annuities, Adobe Acrobat, Citrix, Insurance, Overseeing, Cap, and Motivational Speaking.
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