Peter Eickelberg, CFA
Peter is Senior Investment Officer at KeatsConnelly, the largest cross-border wealth management firm in North America that specializes in helping Canadians and Americans realize their dreams of a cross-border lifestyle. In addition to overseeing the firm’s investment operations and communications, he directs investment research and chairs the investment committee, which selects the strategies and investments for clients’ cross-border and domestic portfolios. After leaving behind a career in teaching English that included a year-long stint in South Korea, he transitioned to financial services and has worked as a stock broker and research professional in addition to his present position with KeatsConnelly. Past designations held include the FINRA Series 6, 63, and 7 licenses, and the Chartered Mutual Fund CounselorSM (CMFC®) and Accredited Asset Management SpecialistSM (AAMS®) certifications. Peter brings over 14 years of licensed experience dealing with securities to the role and holds the CHARTERED FINANCIAL ANALYST (CFA®) designation as well as the CHARTERED ALTERNATIVE INVESTMENT ANALYST (CAIA SM) designation.