Peter Rae

Portfolio Manager

Peter Rae, CFP®, CKA®, is a seasoned portfolio manager currently working at Regions Bank since 2025. They previously held roles as an investment advisor representative at Roseman Wealth Advisors from 2020 to 2025 and at Covenant Investment Advisors, LLC from 2018 to 2020. Prior to their transition into finance, they worked as a machinist at CHS from 2004 to 2018. Peter earned a Bachelor's Degree in Liberal Arts and Sciences from New Saint Andrews College between 2003 and 2007.

Location

Tyler, United States

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