Peter S.

Peter S. has a diverse work experience in the financial industry. Peter began their career as an Investment Analyst at Lehman Brothers / Credit Suisse in 2005 and held this position until 2010. From 2010 to 2012, Peter worked as a Business Development Associate at Blackrock Financial. Following this, they joined Litman Gregory in 2012 as a Research Product Manager and stayed in this role until 2021. Currently, Peter is the Director - Portfolio Strategies at iM Global Partner, a position they assumed in October 2021.

Peter S. earned their Bachelor's degree in Business Administration from Saint Mary's College of California between 1996 and 2000. Peter later pursued a Masters degree in Financial Analysis and Investment Management at the same institution, completing it in 2011.