Peter Schafer Cfa, Cfp®

Peter Schafer, CFA, CFP® has extensive work experience in the finance industry. Peter joined First Western Trust in 2022 as a VP Portfolio Manager. Prior to that, they worked at Fidelity Investments for over 13 years, starting in 2008 as a Portfolio Specialist. Peter gained valuable knowledge and expertise during their time at Fidelity Investments before transitioning to their current role at First Western Trust.

Peter Schafer, CFA, CFP® pursued their education in finance. From 2004 to 2008, they attended the University of Kentucky where they obtained a Bachelor's degree in Finance, General. Prior to that, they completed their high school education at Roswell High from 2000 to 2004. In addition to their academic achievements, Peter Schafer has also earned the Chartered Financial Analyst (CFA) certification from the CFA Institute in February 2022.