Peter Rothe

Managing Director Research Sales at William O'Neil + Co., Inc.

Peter Rothe has extensive work experience in the finance industry. Peter is currently the Managing Director of Research Sales at William O'Neil + Co., Inc. where they provide institutional investment managers with buy and sell recommendations, independent research, and market advice. Prior to this, Peter was the Head of U.S. Equity Sales and Partner at Arete Research, a company specializing in independent equity research. Peter also served as the Director of TMT Equity Sales at Arete. Earlier in their career, Peter worked in Equity Product Management at Jefferies & Company. Overall, Peter has a strong background in equity sales and research, with a focus on the technology, media, and telecoms sectors.

Peter Rothe has a Master of Arts (M.A.) degree in Psychology from Adelphi University. In addition, they have obtained several certifications related to the financial industry, including Series 87 - Research Analyst - Part II, Series 63 - Uniform Securities Agent, Series 24 - Securities / Research Principal, and Series 7 - General Securities Representative. The certifications were obtained in specific months and years, with the most recent certification obtained in November 2004.

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  • Managing Director Research Sales

    December, 2022 - present

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