Peter Montgomery Email & Phone Number
Partner @ Carrick Lane
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Peter Montgomery Location
- San Francisco, CA, US
Peter Montgomery Work
- 2021 -now Partner @
- 2018 -2021 Executive Director @ Harvest Volatility Management LLC
- 2016 -2018 Senior Vice President - Client Solutions @
- 2009 -2016 Director - Private Banking Alternative Investment Group @
- 2008 -2009 Volaris Volatility Management- Portfolio Manager @
- 2006 -2008 Volaris Volatility Management @
- 2002 -2004 Associate @ Sunstreet Corporation
- 2000 -2002 Private Banking - Sales Assistant @
Peter Montgomery Education
- Babson College - Franklin W. Olin Graduate School of Business
Master of Business Administration (MBA)
2004-2006 - Hamilton College
Bachelor of Arts (Philosophy)
1995-1999
Peter Montgomery Skills
- Alternative Investments
- Private Banking
- Family Office
- Equities
- Fixed Income
- Hedge Funds
- Derivatives
- Private Equity
- Asset Management
- Portfolio Management
- Valuation
- Structured Products
- Investments
- Financial Modeling
- Bloomberg
- Emerging Markets
- Sales
- Platform
- Capital Markets
- Business Development
- Strategic Planning
- Strategy
- Volatility
- Customer Service
- Financial Analysis
Peter Montgomery Summary
- Peter Montgomery, based in San Francisco, CA, US, is currently a Partner at Carrick Lane. Peter Montgomery brings experience from previous roles at Harvest Volatility Management LLC, iCapital Network, Inc. and Credit Suisse. Peter Montgomery holds a 2004 - 2006 Master of Business Administration (MBA) @ Babson College - Franklin W. Olin Graduate School of Business. With a robust skill set that includes Alternative Investments, Private Banking, Family Office, Equities, Fixed Income and more. Peter Montgomery has 3 emails and 2 mobile phone numbers on RocketReach.
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