Peter Schafer, CFA, CFP®

VP Portfolio Manager at First Western Trust
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Contact Information
us****@****om
(386) 825-5501
Location
Denver Metropolitan Area

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Credentials

  • Chartered Financial Analyst (CFA)
    CFA Institute
    Feb, 2022
    - Nov, 2024

Experience

  • First Western Trust
    • United States
    • Financial Services
    • 200 - 300 Employee
    • VP Portfolio Manager
      • May 2022 - Present

  • Fidelity Investments
    • United States
    • Financial Services
    • 700 & Above Employee
    • Portfolio Specialist
      • Nov 2008 - Jan 2022

Education

  • University of Kentucky
    Bachelor's degree, Finance, General
    2004 - 2008
  • Roswell High
    2000 - 2004

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