Peter Collins Wahlstrom
Direktor der Forschung - Eigenkapital bei Front Barnett Associates LLC
Profil
Mr. Peter C.
Wahlstrom, CFA MBA, is a Principal at Front Barnett Associates LLC.
He is also firm's Director of Equity Research and a member of the Investment Committee.
He is also a board member of the Indiana University Reese Fund and Chiavacci Value Fund.
Mr. Wahlstrom joined FBA in 2016 from Morningstar where he spent six years as a senior analyst, sector director, and a member of the firm’s Economic Moat committee, a group of senior members of the equity research team responsible for reviewing all Economic Moat and Moat Trend ratings issued by Morningstar.
Prior to joining Morningstar, he worked in the global investment research divisions of Goldman Sachs and RiverSource Investments (Ameriprise Financial).
He holds a BA in Economics from the University of Illinois and an MBA in Finance from Indiana University’s Kelley School of Business.
Aktive Positionen von Peter Collins Wahlstrom
Unternehmen | Position | Beginn |
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Front Barnett Associates LLC
Front Barnett Associates LLC Investment ManagersFinance Front Barnett Associates LLC (Front Barnett) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded by Marshall Front in 1994. In 2023, the firm was acquired by Mesirow Financial Holdings, Inc. from Tree Front Associates, Inc. Front Barnett provides discretionary asset management services to individuals and high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other legal entities. | Direktor der Forschung - Eigenkapital | 01.01.2016 |
Ehemalige bekannte Positionen von Peter Collins Wahlstrom
Unternehmen | Position | Ende |
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Goldman Sachs & Co. LLC
Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Analyst-Equity | 10.11.2008 |
American Express Financial Advisors, Inc. | Corporate Officer/Principal | - |
Morningstar, Inc. (Research)
Morningstar, Inc. (Research) Investment ManagersFinance Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research. | Analyst-Equity | - |
Ausbildung von Peter Collins Wahlstrom
University of Illinois | Undergraduate Degree |
Indiana University | Graduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
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Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 4 |
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Goldman Sachs & Co. LLC
Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Finance |
Morningstar, Inc. (Research)
Morningstar, Inc. (Research) Investment ManagersFinance Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research. | Finance |
American Express Financial Advisors, Inc. | |
Front Barnett Associates LLC
Front Barnett Associates LLC Investment ManagersFinance Front Barnett Associates LLC (Front Barnett) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded by Marshall Front in 1994. In 2023, the firm was acquired by Mesirow Financial Holdings, Inc. from Tree Front Associates, Inc. Front Barnett provides discretionary asset management services to individuals and high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other legal entities. | Finance |