Peter Jenkins, Cfp®

Peter Jenkins, Cfp® Email and Phone Number

Managing Director, Choreo Advisors @ Choreo
Peter Jenkins, Cfp®'s Location
Washington DC-Baltimore Area, United States, United States
Peter Jenkins, Cfp®'s Contact Details

Peter Jenkins, Cfp® personal email

n/a

Peter Jenkins, Cfp® phone numbers

About Peter Jenkins, Cfp®

Why do I do what I do? My purpose is served by freeing others to find theirs by worrying less about all-things financial. How do I do it? I guide others who need financial advice so they can experience successful outcomes. What do I do? I deliver lasting financial peace to multi-generational clients by helping them make smart decisions with their financing planning and investment portfolios. What else matters to me? With a daily opportunity to lead, I am blessed as a motivated father of three, a husband to one, and the financial planner/investment adviser to several dozen families.

Peter Jenkins, Cfp®'s Current Company Details
Choreo

Choreo

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Managing Director, Choreo Advisors
Peter Jenkins, Cfp® Work Experience Details
  • Choreo
    Managing Direcor
    Choreo Oct 2023 - Present
    Chicago, Il, Us
    View
  • U. S. Lacrosse
    Head Of Investment Committee
    U. S. Lacrosse Jan 2019 - Present
  • Loyola Blakefield
    Member Of Investment/Finance Committee
    Loyola Blakefield Jan 2002 - Present
    Towson, Maryland, Us
    View
  • Bdo Usa
    Director, Wealth Advisory
    Bdo Usa Jan 2020 - Oct 2023
    Chicago, Il, Us
    As fiduciaries, our team develops trusted advisory relationships built around comprehensive investment management and financial planning.
    View
  • Biegel & Waller Investment Advisory
    Partner & Client Advisor
    Biegel & Waller Investment Advisory Dec 2009 - Jan 2020
  • Loyola University Maryland
    Adjunct Professor - Sellinger School Of Business And Management
    Loyola University Maryland Sep 2012 - Dec 2015
    Baltimore, Md, Us
    Teaching Corporate Finance to first year MBA students in the evening program at Loyola University's Sellinger School of Business and Management
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  • Us Lacrosse
    Member Of The Finance Committee
    Us Lacrosse Nov 2009 - Jun 2015
    Sparks, Maryland, Us
    US Lacrosse is the national governing body od men's, women's and youth lacrosse. Through responsive and effective leadership, US Lacrosse strives to provide programs and services to inspire participation while protecting the integrity of the game. We envision a future which offers people everywhere the opportunity to discover, learn, participate in, enjoy, and ultimately embrace the shared passion of the lacrosse experience.
    View
  • Notre Dame Prep, Baltimore
    Member Of The Board Of Trustees And Head Of The Investment Committee
    Notre Dame Prep, Baltimore Sep 2008 - Jun 2015
  • Dlj / Credit Suisse First Boston / Credit Suisse
    Director
    Dlj / Credit Suisse First Boston / Credit Suisse Jan 2000 - Dec 2009
  • Alex. Brown & Sons
    Investment Advisor
    Alex. Brown & Sons Aug 1994 - Jan 2000

Peter Jenkins, Cfp® Skills

Investments Portfolio Management Leadership Finance Management Corporate Finance Wealth Management Risk Management Equities Research Financial Modeling Entrepreneurship Alternative Investments Financial Services Financial Advisory Asset Management Program Management Corporate Development Organizational Development Management Consulting Personal Financial Planning Holistic Financial Planning Charitable Giving Legacy Giving

Peter Jenkins, Cfp® Education Details

  • Loyola University Maryland - Sellinger School Of Business
    Loyola University Maryland - Sellinger School Of Business
    Finance
  • University Of Delaware
    University Of Delaware
    Business
  • Loyola Blakefield
    Loyola Blakefield

Frequently Asked Questions about Peter Jenkins, Cfp®

What company does Peter Jenkins, Cfp® work for?

Peter Jenkins, Cfp® works for Choreo

What is Peter Jenkins, Cfp®'s role at the current company?

Peter Jenkins, Cfp®'s current role is Managing Director, Choreo Advisors.

What is Peter Jenkins, Cfp®'s email address?

Peter Jenkins, Cfp®'s email address is pe****@****sfb.com

What is Peter Jenkins, Cfp®'s direct phone number?

Peter Jenkins, Cfp®'s direct phone number is +141099*****

What schools did Peter Jenkins, Cfp® attend?

Peter Jenkins, Cfp® attended Loyola University Maryland - Sellinger School Of Business, University Of Delaware, Loyola Blakefield.

What are some of Peter Jenkins, Cfp®'s interests?

Peter Jenkins, Cfp® has interest in Books On Financial History, Snowboarding, Occasionally Playing Golf, Reading Books On Financial History, Coaching Youth Lacrosse, All Facets Of Coaching, Mountain Biking, Golf.

What skills is Peter Jenkins, Cfp® known for?

Peter Jenkins, Cfp® has skills like Investments, Portfolio Management, Leadership, Finance, Management, Corporate Finance, Wealth Management, Risk Management, Equities, Research, Financial Modeling, Entrepreneurship.

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