Peter Anderson

Member Board of Trustees @The Mark Twain House & Museum

Brookfield, CT, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jul 2025 — Present

Member Board of Trustees @The Mark Twain House & Museum

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EDUCATION

1982 — 1987

Northeastern University

BS, Economics, Poltical Science

1999 — 1999

The Wharton School

AIMSE Investment Management Institute, Institutional Investment Management

1992 — 1994

Syracuse University - Martin J. Whitman School of Management

MBA, Marketing and Finance

SKILLS

Mutual FundsAsset AllocationRisk ManagementPortfolio ManagementRelationship ManagementFinancial ModelingInvestor RelationsEquitiesHedge FundsInstitutional InvestmentsFixed IncomeFinancial MarketsClient ServicesInvestment AdvisoryTradingAsset ManagementPortfolio OptimizationQuantitative ResearchOptionsInvestmentsSecuritiesStrategyFinancial ServicesAsset ManagmentDistribution StrategiesBondsInvestment ManagementInvestment StrategiesAlternative InvestmentsPrivate EquityValuationWealth ManagementEquity ResearchSeries 63Capital MarketsSeries 7EtfsProduct DevelopmentDerivativesFund of Funds

ABOUT PETER ANDERSON

Peter Anderson is a results-oriented, strategic leader with over 35 years of experience in the Investment Management Industry. Retiring in January 2025, he most recently served as President of Boston Advisors and Chief Marketing Officer for Knights of Columbus Asset Advisors. In these roles, he oversaw firmwide management, global institutional and retail distribution, risk and asset allocation committees, product strategy, client service, and PR/marketing. Previously, Peter was a Managing Director at Clay Finlay, leading global distribution, product development, and client service, and held senior roles at Citibank (New York and London), Bankers Trust, and Franklin Templeton, where he managed institutional distribution for seven years. His expertise spans traditional long-only and alternative asset classes, with deep engagement in institutional consulting, sub-advisory, asset owner coverage, and defined contribution, broker-dealer, and wealth channels.As President and Founder of Boston Investment Professionals, Peter has driven industry leadership and innovation. He serves on several investment-focused boards and advises leading investment firms. Peter holds an MBA from Syracuse University, a BS from Northeastern University, and completed the Wharton Institutional Investment Management Institute.

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Peter Anderson — Member Board of Trustees at The Mark Twain House & Museum in Brookfield, CT, US | Unifers