Peter Secrist Email & Phone Number
Senior Vice President, Managing Director and Principal Portfolio Manager @ Washington Trust Wealth Management
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Peter Secrist Location
- New Haven, CT, US
Peter Secrist Work
- 2019 -now Senior Vice President, Managing Director and Principal Portfolio Manager @
- 2011 -2019 Senior Vice President @
- 2009 -2011 Family Office Manager @ Wanger OmniWealth
- 2008 -2009 Client Advisor @
- 2006 -2008 Client Service @ WP Stewart
Peter Secrist Education
- St. Lawrence University
- University of Colorado Boulder - Leeds School of Business
Peter Secrist Skills
- Alternative Investments
- Portfolio Management
- Team Building
- Research
- Asset Management
- Nonprofits
- Strategic Planning
- Asset Allocation
- Investment Management
- Program Development
- Microsoft Office
- Marketing
- Business Analysis
- Community Outreach
Peter Secrist Summary
- Peter Secrist, based in New Haven, CT, US, is currently a Senior Vice President, Managing Director and Principal Portfolio Manager at Washington Trust Wealth Management. Peter Secrist brings experience from previous roles at Northern Trust, Wanger OmniWealth, Crestone Capital Advisors and WP Stewart. Peter Secrist holds a St. Lawrence University. With a robust skill set that includes Alternative Investments, Portfolio Management, Team Building, Research, Asset Management and more. Peter Secrist has 2 mobile phone numbers on RocketReach.
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