PO

Peter O.

Vice President Operations at Equi

Peter O. has an extensive work experience in the finance industry. Peter most recently worked at Equi as the Vice President Operations starting in June 2023. Prior to that, they were the Director of Operations at IQ-EQ from December 2019 to June 2023. Before that, they served as an Associate Director at SS&C GlobeOp from July 2017 to December 2019. In 2016, they worked as a Controller at Khan Funds Management America, Inc. From November 2012 to April 2016, Peter held the position of Chief Financial Officer and Chief Compliance Officer at Sidus Investment Management, LLC. Peter has also worked as an Independent Consultant for various companies from February 2012 to November 2012. From August 2010 to September 2011, they were the Chief Financial Officer at Invus Financial Advisors, LLC. Prior to that, Peter worked as the Chief Financial Officer at Axiom Investment Advisors, LLC from September 2008 to August 2010. Peter also held the position of Chief Financial Officer and Chief Compliance Officer at Sidus Investment Management, LLC from April 2004 to August 2008. Peter's career began at Gotham Asset Management, LLC where they worked as a Controller from September 1999 to December 2003.

Peter O. obtained a Bachelor's degree in Accounting from St. John's University, where they studied from 1991 to 1996. Peter later obtained the certification of Certified Public Accountant from the New York State in October 1999.

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Timeline

  • Vice President Operations

    June, 2023 - present

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