Peter Filippakis
Client Relationship Manager Portfolio Manager @Richter
Montreal, CA
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Aug 2022 — Present
Client Relationship Manager Portfolio Manager @Richter
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Montreal, QC, CA
EDUCATION
2003 — 2004
Concordia University
Cert
2018 — 2019
McGill University - Desautels Faculty of Management
Executive Development Course
2000 — 2001
Concordia University
Cert
2001 — 2003
Concordia University
Cert
ABOUT PETER FILIPPAKIS
Financial services leader with 24 years of experience at top-tier firms, specializing in custom investment counsel and portfolio management in the high net worth and ultra-high net worth private client segments. A CFA professional and CFP practitioner with a proven track record of delivering results, building trust and navigating complex market environments.
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