Peter Jarrett, CFA

Peter Jarrett, CFA

Associate Area Director

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  • Timeline

  • About me

    Vice President at Rothschild Wealth Partners

  • Education

    • Wheaton College

      2009 - 2013
      Bachelor of Arts (B.A.)

      Activities and Societies: Captain of Varsity Football Team

  • Experience

    • Young Life

      Apr 2013 - Apr 2017
      Associate Area Director
    • CMT Capital Markets Trading

      Sept 2017 - Oct 2018
      Financial Analyst

      Established OTC trading operation in the digital asset space. Oversaw counterparty due diligence, on-boarding procedures, and relationship management.Managed investment analysis, financial reporting, and cash flow needs for multiple business units.

    • Rothschild Investment LLC

      Oct 2018 - now

      Responsible for investment due diligence and comprehensive debt and equity securities analysis. Assists in client portfolio strategy and construction.Manages and develops relationships with HNW/UHNW individuals and institutional clients.

      • Vice President

        Jul 2023 - now
      • Investment Associate

        Oct 2018 - Jul 2023
  • Licenses & Certifications

    • Series 66

      NASAA
      Apr 2019
    • Series 7

      FINRA (Financial Industry Regulatory Authority)
      Mar 2019
    • CFA Institute Charterholder

      CFA Institute
      Aug 2022
      View certificate certificate
  • Volunteer Experience

    • Volunteer Leader

      Issued by Young Life on Aug 2009
      Young LifeAssociated with Peter Jarrett, CFA