Peter Madlem Email & Phone Number
Chief Investment Officer @ Avalan Wealth
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Peter Madlem Location
- Ventura, CA, US
Peter Madlem Work
- 2022 -now Chief Investment Officer @
- 2012 -2021 Chief Investment Officer @ Montecito Bank & Trust
- 2003 -2012 Chief Investment Officer - Director Wealth Management Santa Barbara region @
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
- Financial Modeling
- Capital Markets
- Investment Banking
- Bloomberg
- Valuation
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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