Peter Eickelberg, CFA®, CAIA®, IACCP®
Peter joined Alpha Fiduciary after accumulating more than 15 years of experience in financial services and attaining the Chartered Financial Analyst (CFA®) and Chartered Alternative Investments Analyst (CAIA®) designations. He handles compliance oversight for Alpha Fiduciary and serves on the firm’s investment committee. He works closely with senior management to ensure that the firm continues to focus on creating the best possible investing solutions for its clients.
For most of his eight years with a large Phoenix-area cross-border financial planning firm, Peter led the investment team and chaired the investment committee. As such, he worked extensively with clients to plan their portfolio strategies, published relevant investment communications for clients and prospects, and participated in building the firm’s very successful practice. He has written for or been quoted by several high-profile business publications. Peter brings to the Alpha Fiduciary team a strong client focus and special sensitivity to high-net-worth investors’ unique needs.
In addition, Peter has been active in the local CFA Society as a board member and has stayed abreast of financial industry developments affecting investors through a wide network of contacts and conferences.
In 2014, Peter attained the Investment Advisor Certified Compliance Professional (IACCP®) designation. The designation signifies intermediate‐level knowledge of investment adviser regulation and compliance best practices, as well as adherence to nationally recognized professional standards and ethical leadership.