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.

Direct Indexing: Personalized, Tax-Efficient Portfolios at Scale
See how a direct indexing solution allows financial advisors to deliver customized, tax-efficient portfolios and a better client experience while building scale in their firm.
Peter Essele, CFA®, CAIA, CFP®
03.27.25
3 Strategies for Reducing Risk in Portfolios
How can you help clients navigate their investment options in both up and down markets? Learn how three key strategies can assist with reducing risk in portfolios.
Peter Essele, CFA®, CAIA, CFP®
05.22.24
2022 Midyear Outlook: The Road Ahead for Fixed Income
What does the road ahead look like for fixed income? In his 2022 midyear outlook, Commonwealth's Peter Essele sees opportunity on the horizon.
Peter Essele, CFA®, CAIA, CFP®
07.19.22
Sticker Shock: Assessing the Real Cost of Gas
The headlines are telling us that gas prices have never been higher, but is there more to the story?
Peter Essele, CFA®, CAIA, CFP®
03.15.22
The Russian Invasion of Ukraine: A Lesson in Stakeholder Capitalism?
From an investment perspective, could the Russian invasion of Ukraine be a lesson in stakeholder capitalism?
Peter Essele, CFA®, CAIA, CFP®
03.04.22
Is Climate Change a Risk to Your Portfolio?
Is climate change a risk to your portfolio? All signs point to yes.
Peter Essele, CFA®, CAIA, CFP®
07.27.21

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Direct Indexing: Personalized, Tax-Efficient Portfolios at Scale

3 Strategies for Reducing Risk in Portfolios

2022 Midyear Outlook: The Road Ahead for Fixed Income

Sticker Shock: Assessing the Real Cost of Gas

The Russian Invasion of Ukraine: A Lesson in Stakeholder Capitalism?

Is Climate Change a Risk to Your Portfolio?