Peter Essele, CFA®, CAIA, CFP®, Senior Vice President, Head of Advisory Solutions

Peter Essele is senior vice president, head of advisory solutions, at Commonwealth. With the firm since 2004, he oversees asset allocation, fund selection, and overall management of the firm's advisory platform, Preferred Portfolio Services® (PPS) Select. Peter earned a BS in economics from Union College. In addition to numerous FINRA securities registrations, Peter holds the CAIA and CFP® certifications. He also is a CFA® charterholder and member of the Boston Security Analysts Society.
Information about securities-registered professionals may be found at FINRA BROKERCHECK.