Peter Lehrman Location
- Albuquerque, NM, US
Peter Lehrman Work
- 2012 - now President @ Sandia Wealth Management
- 2004 - 2012 Chief Investment Officer @ Universal Advisory Services
- 1997 - 2004 Portfolio Manager @ John Moore & Associates
- 1995 - 1997 Trust Portfolio Manager @ Norwest Investment Management & Trust
Peter Lehrman Education
- UNM Anderson School of Management
BBA (Finance)
1982 - 1985 - University of Redlands 1981 - 1982
Peter Lehrman Skills
- Alternative Investments
- Estate Planning
- Financial Advisory
- Leadership
- Cash Management
- Fixed Income
- Bonds
- Retirement Planning
- Valuation
- Financial Planning
- Sales
- Portfolio Management
- Financial Modeling
- Investments
- Bloomberg
- Manager Selection
- Finance
- 401k
- Asset Allocation
- Investment Advisory
- Equities
- Wealth Management
- Mutual Funds
- Strategic Financial Planning
- FINRA
- Investment Strategies
- Marketing
- Asset Management
- Customer Service
- Financial Analysis
- Wealth
- Business Strategy
- ETFs
- Funding
- Retirement
- Series 7
- Securities
- Hedge Funds
- Investment Management
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 Anderson School of Management. With a robust skill set that includes Alternative Investments, Estate Planning, Financial Advisory, Leadership, Cash Management and more. Peter Lehrman has 1 mobile phone numbers on RocketReach.
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