Peter James Brunton
Investment Committee Member at Strategic Wealth Partners Ltd.
Peter James Brunton active positions
| Companies | Position | Start | End |
|---|---|---|---|
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. | Portfolio Manager-Equities | 01/01/2017 | - |
| Investment Committee Member | 01/01/2017 | - | |
| Head of Private Banking | 01/01/2017 | - | |
| Market Strategist | 01/01/2022 | - | |
| Chief Investment Officer | 01/01/2017 | 01/01/2022 |
Career history of Peter James Brunton
Former positions of Peter James Brunton
| Companies | Position | Start | 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 | 01/10/2007 | 01/06/2013 |
| Portfolio Manager-Equities | 19/06/2012 | 01/06/2013 |
Training of Peter James Brunton
| University of California, Berkeley | Undergraduate Degree |
| San Francisco State University | Masters Business Admin |
Statistics
International
| United States | 5 |
Operational
| Portfolio Manager-Equities | 2 |
| Analyst-Equity | 1 |
| Undergraduate Degree | 1 |
Sectoral
| Finance | 3 |
| Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
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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