Peter Madlem Location

Ventura, CA, US

Peter Madlem Work

  • 2022 - now  Chief Investment Officer @ Avalan Wealth
  • 2012 - 2021 Chief Investment Officer @ Montecito Bank & Trust
  • 2003 - 2012 Chief Investment Officer - Director Wealth Management Santa Barbara region @ Northern Trust Corporation

Peter Madlem Education

  • UC Santa Barbara

    Master of Arts (M.A.) (Music Theory and Composition)

Peter Madlem Skills

  • Investments
  • Portfolio Management
  • Equities
  • Fixed Income
  • Asset Allocation
  • Asset Management
  • Wealth Management
  • Alternative Investments
  • Hedge Funds
  • Mutual Funds

Peter Madlem Summary

Peter Madlem, based in Ventura, CA, US, is currently a Chief Investment Officer at Avalan Wealth. Peter Madlem brings experience from previous roles at Montecito Bank & Trust and Northern Trust. Peter Madlem holds a Master of Arts (M.A.) in Music Theory and Composition @ UC Santa Barbara. With a robust skill set that includes Investments, Portfolio Management, Equities, Fixed Income, Asset Allocation and more. Peter Madlem has 1 emails and 1 mobile phone numbers on RocketReach.

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