Peter Jarrett

Peter Jarrett, CFA has extensive experience in the financial industry. Peter currently holds the position of Vice President at Rothschild Investment LLC, where they are responsible for investment due diligence and securities analysis. Peter also assists in client portfolio strategy and construction, and manages relationships with high-net-worth individuals and institutional clients. Prior to this role, Peter worked as an Investment Associate at the same company.

Before joining Rothschild Investment LLC, Peter worked as a Financial Analyst at CMT Capital Markets Trading. In this role, they established an OTC trading operation and oversaw counterparty due diligence and relationship management. Peter also managed investment analysis, financial reporting, and cash flow needs for multiple business units.

Peter's career began at Young Life, where they worked as an Associate Area Director for four years.

Overall, Peter Jarrett, CFA has a solid background in investment analysis, relationship management, and portfolio strategy.

Peter Jarrett, CFA graduated from Wheaton College in 2013 with a Bachelor of Arts (B.A.) degree. In 2019, they obtained the Series 66 certification from NASAA and the Series 7 certification from FINRA (Financial Industry Regulatory Authority). Most recently, in August 2022, they obtained the Chartered Financial Analyst (CFA) certification from the CFA Institute.