Peter Rossi, CIMA®, CFP®
Senior Vice President/Investments
Peter Rossi
Senior Vice President/Investments
Connect with Peter on LinkedIn
With more than 30 years of experience ranging from fixed income capital markets to private wealth management, Mr. Rossi specializes in the structure and guidance of fixed income portfolios for high-net-worth individuals, institutions, and non-profit organizations. He holds a B.S. in Economics and Business Administration from St. Mary’s College in Moraga, California, as well as both the Certified Investment Management Analyst® (CIMA®) designation and CERTIFIED FINANCIAL PLANNER™ (CFP®) certification.