James Peters
- Role
- Senior Portfolio Manager at TIAA
- Location
- Las Vegas, NV, US
- LinkedIn followers
- 500 followers
Experience
Senior Portfolio Manager
Aug 2016 — Present
Design, implement, and manage customized portfolios to meet the individual needs of high net worth individuals and institutions. • Develop customized investment strategies utilizing an approach combining fundamental, quantitative, and geopolitical analysis. • Produce and distribute timely economic commentary to advisors and clients. • Implement investment solutions across multiple accounts to achieve the desired overall asset allocation contained within the financial plan. • Create annual client taxable gain budgets to manage the effect of taxes for non-qualified accounts.
Education
Georgetown University
Master of Finance (MSF)
2016 — 2019
University of Nevada-Las Vegas
Bachelors of Science, Finance
1995 — 2002
Skills
- Strategic Financial Planning
- Investment Strategies
- Investments
- Portfolio Management
- Financial Advisory
- Equities
- Alternative Investments
- Finance
- Asset Management
- Retirement Planning
- Risk Management
- Wealth Management
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