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
- Senior Vice President, Managing Director and Principal Portfolio Manager @ (March 2019 - Present)
- Senior Vice President @ (October 2011 - March 2019)
- Family Office Manager @ Wanger OmniWealth (January 2009 - January 2011)
- Client Advisor @ (January 2008 - January 2009)
- Client Service @ WP Stewart (January 2006 - January 2008)
Peter Secrist Education
- University of Colorado Boulder - Leeds School of Business
MBA (Finance & Investments)
- St. Lawrence University
BS (Biology)
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 MBA in Finance & Investments @ University of Colorado Boulder - Leeds School of Business. 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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