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Peter Roberto

Peter Roberto

Research Associate, Equity

  • Supports analysts with due diligence and research activities on mutual funds, exchange traded-funds, and equities
  • Evaluates and selects managers and disseminates research in the global and foreign SMID markets asset classes
  • Assists the Investment Management team with calculating, analyzing, and updating both internal and external performance and attribution reports
  • Earned a BS in management, with an emphasis in finance, from Worcester Polytechnic Institute and is currently a Level II
  • Chartered Financial Analyst® (CFA®) candidate