Peter James Brunton
Investment Committee Member at Strategic Wealth Partners Ltd.
Profile
Mr. Peter J.
Brunton, CFA MBA, is a Chief Investment Strategist & Senior Wealth Advisor at Strategic Wealth Partners Ltd.
He has 15 years of experience in portfolio management, investment research, and planning strategy.
He has served in various senior VP roles as a portfolio manager in the asset management, banking, and family-office industries.
He earned his BA in history from the University of California Santa Barbara and his MBA in finance from San Francisco State University.
Peter James Brunton active positions
| Companies | Position | Start |
|---|---|---|
Strategic Wealth Partners Ltd.
 Strategic Wealth Partners Ltd. Investment ManagersFinance Strategic Wealth Partners Ltd. (SWP) is an independent registered investment adviser and wealth management firm headquartered in Independence, Ohio. The firm was founded by Mark Tepper in 2008. SWP provides a wide array of investment advisory services to individual and institutional clients. | Investment Committee Member | 01/01/2017 |
Former positions of Peter James Brunton
| Companies | Position | End |
|---|---|---|
Whittier Trust Co.
 Whittier Trust Co. Investment ManagersFinance Whittier Trust Co. is an independent private trust firm headquartered in Pasadena, California. The firm was founded as a family office for the Whittier family in 1935. They provide unrivaled investment, wealth management, fiduciary and philanthropic services for high net-worth families, individuals and foundations across the US. | Analyst-Equity | 01/06/2013 |
Training of Peter James Brunton
| University of California, Berkeley | Undergraduate Degree |
| San Francisco State University | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Whittier Trust Co.
Whittier Trust Co. Investment ManagersFinance Whittier Trust Co. is an independent private trust firm headquartered in Pasadena, California. The firm was founded as a family office for the Whittier family in 1935. They provide unrivaled investment, wealth management, fiduciary and philanthropic services for high net-worth families, individuals and foundations across the US. | Finance |
Strategic Wealth Partners Ltd.
Strategic Wealth Partners Ltd. Investment ManagersFinance Strategic Wealth Partners Ltd. (SWP) is an independent registered investment adviser and wealth management firm headquartered in Independence, Ohio. The firm was founded by Mark Tepper in 2008. SWP provides a wide array of investment advisory services to individual and institutional clients. | Finance |
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