Peter KimPORTFOLIO MANAGER
Peter is a Level III candidate in the Chartered Financial Analyst® (CFA®) Program with extensive knowledge and experience in investment management with individual affluent investors to large institutions. His background in project management, private client portfolio management, and institutional quant management helps enable him to identify the specific needs of the individual investor while bringing an institutional management mindset to their investment portfolios.
Previously, as a member of the United Capital Investment Management Team, he supported advisors in designing and implementing investment portfolios to meet client needs. He also served as Relationship Manager for institutional and investment-focused clients and created client correspondence for quarterly market updates and changes to local investment models. He served as a member of the Investment Platform Advisory Council, which was tasked with providing oversight of and feedback on United Capital’s national investment platform.
Peter served progressively in the role of Financial Analyst, Executive Financial Analyst, and the Director of Operations at First Senior Financial Group, an insurance firm focused on principal protection and estate creation with $1.8 billion in assets.
He provides the underlying technical expertise and explanation of the internal complexities and construction of each investment strategy. Peter is the investment subject matter expert for the office.
Peter earned his bachelor’s degree in Economics from Bucknell University and a Six Sigma Green Belt from the Aveta Business Institute.