![Peter Nielsen](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profilo
Peter Nielsen worked as a Portfolio Manager at Independent Solutions Wealth Management LLC from 2021 to 2023 and at Foster Victor Wealth Advisors LLC.
He completed his undergraduate degree at Trinity Western University and earned an MBA from Simon Fraser University in 2006.
Precedenti posizioni note di Peter Nielsen
| Società | Posizione | Fine |
|---|---|---|
Independent Solutions Wealth Management LLC
 Independent Solutions Wealth Management LLC Investment ManagersFinance Independent Solutions uses both fundamental and technical methods to analyze the securities in which they invest client accounts. They believe in managing money using the time-tested principles of asset allocation and modern portfolio theory to help the shareholders reach their long-term investment objectives. The firm constructs a fully diversified portfolio that includes a broad array of asset classes managed by the best and brightest managers that fit with their investor's tolerance for risk. | Gestore di Portafoglio-Azioni | 01/02/2023 |
Foster Victor Wealth Advisors LLC
 Foster Victor Wealth Advisors LLC Investment ManagersFinance Foster Victor works with their in-house investment management team to construct a portfolio that is commensurate with the client’s financial planning goals. Their investment team draws from a variety of investment strategies utilizing equities, fixed income, and alternative investments. | Gestore di Portafoglio-Azioni | 01/06/2021 |
Formazione di Peter Nielsen
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
55
Relazioni di 1° grado
4
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 4 |
|---|---|
Trinity Western University
 Trinity Western University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Simon Fraser University
 Simon Fraser University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Independent Solutions Wealth Management LLC
Independent Solutions Wealth Management LLC Investment ManagersFinance Independent Solutions uses both fundamental and technical methods to analyze the securities in which they invest client accounts. They believe in managing money using the time-tested principles of asset allocation and modern portfolio theory to help the shareholders reach their long-term investment objectives. The firm constructs a fully diversified portfolio that includes a broad array of asset classes managed by the best and brightest managers that fit with their investor's tolerance for risk. | Finance |
Foster Victor Wealth Advisors LLC
Foster Victor Wealth Advisors LLC Investment ManagersFinance Foster Victor works with their in-house investment management team to construct a portfolio that is commensurate with the client’s financial planning goals. Their investment team draws from a variety of investment strategies utilizing equities, fixed income, and alternative investments. | Finance |
