Peter Heller Finkel
Compliance Officer at Eliot Michelow Finkel (Investment Management)
Profile
Mr. Peter H.
Finkel, CFA MBA, is an Investment Adviser & Chief Compliance Officer at Eliot Michelow Finkel (Investment Management).
He joined the firm in 2003 and has over 20 years of experience in financial services.
As a portfolio manager, he has a proven track record of outperformance, attracting new assets, and conducting in-depth research and analysis.
Mr. Finkel had several years doing equity research for Montgomery Asset Management and Wells Fargo Securities.
He also held positions at Banc of America Securities and TD Ameritrade, where he helped launch one of the first online trading platforms.
He holds an MBA from UCLA Anderson and bachelor’s degrees in economics and philosophy from the University of California, San Diego.
Peter Heller Finkel active positions
| Companies | Position | Start |
|---|---|---|
Eliot Michelow Finkel (Investment Management)
 Eliot Michelow Finkel (Investment Management) Investment ManagersFinance Eliot Michelow Finkel (Investment Management), do-business-as Eliot Finkel Investment Counsel LLC (EF Invest), is an independent, SEC-registered investment advisor headquartered in Beverly Hills, California. The firm was founded in 1974 by Eliot Michelow Finkel. EF Invest manages investments on behalf of individuals, high net-worth individuals, pension and profit sharing plans, trusts and charitable organizations. | Compliance Officer | 2002-12-31 |
Training of Peter Heller Finkel
| University of California, Los Angeles | Masters Business Admin |
| University of California San Diego | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
Eliot Michelow Finkel (Investment Management)
Eliot Michelow Finkel (Investment Management) Investment ManagersFinance Eliot Michelow Finkel (Investment Management), do-business-as Eliot Finkel Investment Counsel LLC (EF Invest), is an independent, SEC-registered investment advisor headquartered in Beverly Hills, California. The firm was founded in 1974 by Eliot Michelow Finkel. EF Invest manages investments on behalf of individuals, high net-worth individuals, pension and profit sharing plans, trusts and charitable organizations. | Finance |
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