![Peter Lewin Schwartz](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Peter Lewin Schwartz
Gestionnaire de Portefeuille-Actions chez
Aspiriant LLC
Profil
Mr. Peter L.
Schwartz is a Director in Wealth Management & Partner at Aspiriant LLC.
Mr. Schwartz has been serving high net-worth clients out of Cincinnati since 2000, and joined the Aspiriant family as a Director and Principal in the fall of 2010.
Prior to joining Aspiriant, he worked at Deloitte in their investment advisory practice.
He started with Deloitte in 2000 with an initial concentration on back-office client support.
After a couple of years, he transitioned onto the research team as the Senior Mutual Fund Analyst for close to three years.
Mr. Schwartz has a B.S.
in Financial Planning and Counseling from Purdue University.
He is also a member of the Investment Management Consultants Association and holds the CIMA (Certified Investment Management Analyst) designation.
Postes actifs de Peter Lewin Schwartz
| Sociétés | Poste | Début |
|---|---|---|
Aspiriant LLC
 Aspiriant LLC Investment ManagersFinance Aspiriant offers an investment management program tailored to meet each client’s unique financial circumstances and investment objectives. The firm uses selected separate account managers, separate investments in equities, mutual funds, ETFs, ETNs, private partnerships, bonds, cash-equivalents, and other instruments. Investments are made across a wide range of markets and strategies. Their standard portfolios that target the lowest risk will generally be more heavily weighted in fixed income (bonds), while portfolios that target higher risk/return profile will generally focus on stocks and other asset classes which tend to have a higher expected return over Aspiriant’s forecasted horizon. | Gestionnaire de Portefeuille-Actions | 01/10/2010 |
Anciens postes connus de Peter Lewin Schwartz
| Sociétés | Poste | Fin |
|---|---|---|
Deloitte Investment Advisors LLC
 Deloitte Investment Advisors LLC Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | 03/10/2010 |
Formation de Peter Lewin Schwartz
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
65
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Purdue University
 Purdue University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Aspiriant LLC
Aspiriant LLC Investment ManagersFinance Aspiriant offers an investment management program tailored to meet each client’s unique financial circumstances and investment objectives. The firm uses selected separate account managers, separate investments in equities, mutual funds, ETFs, ETNs, private partnerships, bonds, cash-equivalents, and other instruments. Investments are made across a wide range of markets and strategies. Their standard portfolios that target the lowest risk will generally be more heavily weighted in fixed income (bonds), while portfolios that target higher risk/return profile will generally focus on stocks and other asset classes which tend to have a higher expected return over Aspiriant’s forecasted horizon. | Finance |
Deloitte Investment Advisors LLC
Deloitte Investment Advisors LLC Investment ManagersFinance Provides investment advice | Finance |
Choisissez Zonebourse 
