Peter Keilman, CFA®, CFP®

Portfolio Manager

Year of Experience: 20

Designations: CFA®, CFP®

Education: Peter holds a Bachelor of Science from Western Illinois University and a Master’s Degree from the University of Denver.

Responsibilities: Peter is a Portfolio Manager. His primary role includes portfolio management and firm trading.

Place of Origin: Elgin, Illinois

Hobbies: Outside of work, Peter enjoys volunteering to support the professional development of CFA charterholders and the physical needs of the underprivileged in the Denver-Boulder area. He also enjoys running on trails and in the mountains of Colorado, often joined by his wife Georgia and their Jack Russell terrier, Roscoe.

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