Peter L.
Chief Investment Officer | Leadership | Investment Strategist | Alternative Investments | Public Speaker
- Role
- Chief Investment Officer at Syon Capital
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
About Peter L.
I am a buy-side investment professional who has worked in both sides of the discipline. I create value added investments and allocate assets.My background includes 30+ years of leading key growth initiatives in the wealth and alternative investment management industries. I use and synthesize traditional and emerging information technology to deliver innovative, high-quality solutions and strategies that drive business growth in a fast-paced environment.When I\'m not immersed in numbers, I enjoy family time, playing tennis, skiing, and mountain biking in and around Northern California.Areas of Impact: Investment Strategy Alternative Investments Asset Allocation Operations Strategy Human Capital Management
Experience
Chief Investment Officer
Apr 2024 — Present · San Francisco, CA, US
We are trusted advisors to a select number of the nation\'s wealthiest families, executives, and entrepreneurs, and building thoughtfully curated and holistic financial strategies to optimize their capital and enhance their lives.
Education
University of Colorado Boulder
BS, Finance
1985 — 1989
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