Job Description
As a Financial Planning and Investment Analyst, I assist clients and colleagues in the firm with financial planning and strategy expertise. I also work with Agili’s Financial Strategists to review and monitor client investment portfolios. I also research and analyze potential investment opportunities for our Investment Policy Committee. I am currently pursuing the CERTIFIED FINANCIAL PLANNER™ designation.
Education and Credentials
- Bachelor of Arts, James Madison University
What is a career highlight for you?
Bringing an industry-specific ETF to the Agili Investment Policy Committee, getting the fund approved, and seeing it become a 5-bagger in less than a year.
Job Description
As a Financial Planning and Investment Analyst, I assist clients and colleagues in the firm with financial planning and strategy expertise. I also work with Agili’s Financial Strategists to review and monitor client investment portfolios. I also research and analyze potential investment opportunities for our Investment Policy Committee. I am currently pursuing the CERTIFIED FINANCIAL PLANNER™ designation.
Education and Credentials
- Bachelor of Arts, James Madison University
What is a career highlight for you?
Bringing an industry-specific ETF to the Agili Investment Policy Committee, getting the fund approved, and seeing it become a 5-bagger in less than a year.
More About Peter
What brings me joy is cookouts with family and friends.
What excites me about my work is that every day is an opportunity to help people get closer to accomplishing their life goals.
My favorite book is Shoe Dog: A Memoir by the Creator of Nike by Phil Knight
1806 Summit Avenue
Suite 100
Richmond, VA 23230
74 West Broad Street
Suite 320
Bethlehem, PA 18018