Peter Lehrman Email & Phone Number
President
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Peter Lehrman Location
- Albuquerque, NM, US
Peter Lehrman Work
- President @ Sandia Wealth Management (March 2012 - Present)
- Chief Investment Officer @ Universal Advisory Services (March 2004 - March 2012)
- Portfolio Manager @ John Moore & Associates (April 1997 - April 2004)
- Trust Portfolio Manager @ Norwest Investment Management & Trust (April 1995 - April 1997)
Peter Lehrman Education
- UNM The James & Gail Ellis School of Business Leadership
BBA (Finance)
1982-1985 - University of Redlands 1981-1982
Peter Lehrman Skills
- 401k
- Alternative Investments
- Asset Allocation
- Asset Management
- Bloomberg
- Bonds
- Cash Management
- ETFs
- Equities
- Estate Planning
- FINRA
- Finance
- Financial Advisory
- Financial Analysis
- Financial Modeling
- Financial Planning
- Fixed Income
- Funding
- Hedge Funds
- Investment Advisory
- Investment Management
- Investment Strategies
- Investments
- Manager Selection
- Mutual Funds
- Portfolio Management
- Retirement
- Retirement Planning
- Securities
- Series 7
- Strategic Financial Planning
- Valuation
- Wealth
- Wealth Management
- Leadership
- Sales
- Marketing
- Customer Service
- Business Strategy
Peter Lehrman Summary
- Peter Lehrman, based in Albuquerque, NM, US, is currently a President at Sandia Wealth Management. Peter Lehrman brings experience from previous roles at Universal Advisory Services, John Moore & Associates and Norwest Investment Management & Trust. Peter Lehrman holds a 1982 - 1985 BBA in Finance @ UNM The James & Gail Ellis School of Business Leadership. With a robust skill set that includes 401k, Alternative Investments, Asset Allocation, Asset Management, Bloomberg and more. Peter Lehrman has 1 mobile phone numbers on RocketReach.
Looking for a different Peter Lehrman?
Find contact details for 700 million professionals.
Others Named Peter Lehrman
Peter Lehrman
Chief Executive Officer
New York, NY, US
Peter Lehrman
Senior Technical Recruiter
New York, NY, US
Peter Lehrman
President
Albuquerque, NM, US
Peter Lehrman
VP Recruiter
Atlanta, GA, US
Peter Lehrman
Forward Deployed Engineer
New York, NY, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co