Peter Farmer
Senior Vice President at Aristotle
Based in Newport Beach, United States
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Seniority
Vp
Department
General Business & Management
Location
Newport Beach
Industry
Investment Management
Company size
269
Contact information
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p•••••••@aristotlecap.com
Phone
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Background
About Peter Farmer
Investment consultant with over 15 years of experience across both the asset management and wealth management sides of financial services.My roots working for an RIA focused on UHNW portfolio construction for C-Suite executives, asset allocation construction, and investment manager research are a differentiator in the asset management and distribution community. As a Client Portfolio Manager (CPM), I partner with our portfolio managers and analysts to deliver insights across fixed income, equity, and multi-asset solutions. This includes communicating economic outlooks, investment capabilities, and process/portfolio construction pertinent to Aristotle with Chief Investment Officers, financial advisors, research analysts, gatekeepers, and at industry events/conferences. Throughout my investment career, I've capitalized on growth opportunities through a combination of relationship building, communication, research, and an analytical investment approach. Recent Conferences: Morningstar Investment Conference ('16,'17, ‘18,'19,'22,'23), Pershing Insite ('17, ‘18,'19,'21,'22,'23), Schwab Impact ('16,'17,'19,'20,'22,'23), TD Ameritrade National LINC ('19, ‘20).
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