Peter M. Gagliano

Peter M. Gagliano

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Finance
Consumer Services

Profil

Mr. Peter M.
Gagliano
, CFA, is Vice President of Direct Client Investments at Fiera Capital, Inc. He manages portfolios for high net worth individuals and is a member of the Equity Index Subcommittee.
Prior to joining Fiera Capital in October 2015, Mr. Gagliano joined Samson Capital Advisors LLC in 2010 as a Portfolio Analyst.
He aided in the development of firm’s other investment offerings in equity, high yield fixed income, and closed-end funds and served as a member of Samson’s equity allocation committee.
Prior to joining Samson, he spent 5 years as an Investment Strategist at U.S.
Trust, Bank of America Private Wealth Management.
While at U.S.
Trust, he evaluated ultra-high net worth client portfolios, created customized asset allocation proposals, aided in the development of the firm's capital market assumptions and asset allocation guidelines, and developed and managed model ETF portfolios.
He graduated Magna Cum Laude from Lafayette College with a BA in Economics & Business.
He is a member of the Phi Beta Kappa and Omicron Delta Epsilon academic honor societies.
He is a CFA and CMT charterholder.

Ehemalige bekannte Positionen von Peter M. Gagliano

UnternehmenPositionEnde
Portfolio Manager-Fixed Income 01.08.2019
Corporate Officer/Principal 30.07.2009
Corporate Officer/Principal -
Analyst-Festverzinsliche Wertpapiere -
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Ausbildung von Peter M. Gagliano

Lafayette College Undergraduate Degree

Erfahrungen
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Beziehungen

36

Beziehungen ersten Grades

5

Unternehmen ersten Grades

Herr

Frau

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Unternehmensverbindungen

Private Unternehmen4

Finance

Finance

Finance

Finance

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