Peter Mustian
Principal, COO at Innovest Portfolio Solutions
- Role
- Principal, Consultant and Chief Operating Officer at Innovest Portfolio Solutions
- Location
- Louisville, CO, US
- LinkedIn followers
- 500 followers
About Peter Mustian
Peter is a Principal, Consultant and the Chief Operating Officer at Innovest. Peter…
Experience
Principal, Consultant and Chief Operating Officer
Oct 2009 — Present
Help oversee the research process and lead the ongoing quantitative and qualitative manager due diligence effort- Responsible for the management and training of research analysts- Lead client consultant delivering customized investment solutions- Assist in monitoring approximately $25 billion in client assets invested across hundreds of investment strategies, utilizing a wide range of traditional and alternative asset classes
Education
University of Colorado Boulder - Leeds School of Business
BS, Finance
2000 — 2004
Colorado State University
MBA, Finance
2010 — 2012
Skills
- Equity Research Analysis
- Tactical Asset Allocation
- Capital Markets
- Retirement Plan Consulting
- Investments
- Investment Companies
- Retirement Planning
- Finance
- Fixed Income
- Family Office
- Trading
- Wealth Management Services
- Portfolio Management
- Qualified Retirement Plans
- Investment Research
- Investment Strategies
- Alternative Investments
- Equities
- Securities
- Asset Managment
- Asset Allocation
- Mutual Funds
- Wealth Management
- Economics
- Due Diligence
- Hedge Funds
- Investment Management
- High Net Worth Individuals
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