Profile
Mr. Peter M.
Eickelberg, CFA, is a Senior Portfolio Manager at ABLE Financial Group LLC.
Mr. Eickelberg has served clients locally as a registered representative with a major discount brokerage and as an independent registered investment advisor with two independent registered investment advisors in the Valley.
His past roles have included Chief Compliance Officer and Senior Investment Officer.
The latter position involved a major US-Canada wealth management firm, where he oversaw all investment operations and strategy decisions.
He received his undergraduate degree from Arizona State University.
Peter Eickelberg active positions
| Companies | Position | Start |
|---|---|---|
ABLE Financial Group LLC
ABLE Financial Group LLC Investment ManagersFinance ABLE Financial Group begins with a deep understanding of clients’ ?nancial priorities and then applies the appropriate strategies to help optimize their wealth. | Portfolio Manager-Equities | 2021-12-31 |
Former positions of Peter Eickelberg
| Companies | Position | End |
|---|---|---|
Alpha Fiduciary, Inc.
Alpha Fiduciary, Inc. Investment ManagersFinance Alpha Fiduciary creates comprehensive, diversified investment portfolios. The firm invests client accounts in certain percentages across multiple asset classes to target desired investment returns while achieving lower volatility through the use of asset allocation and, in some cases, liquid alternative investment products. | Corporate Officer/Principal | 2020-05-31 |
Training of Peter Eickelberg
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 3 |
|---|---|
Arizona State University
Arizona State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Alpha Fiduciary, Inc.
Alpha Fiduciary, Inc. Investment ManagersFinance Alpha Fiduciary creates comprehensive, diversified investment portfolios. The firm invests client accounts in certain percentages across multiple asset classes to target desired investment returns while achieving lower volatility through the use of asset allocation and, in some cases, liquid alternative investment products. | Finance |
ABLE Financial Group LLC
ABLE Financial Group LLC Investment ManagersFinance ABLE Financial Group begins with a deep understanding of clients’ ?nancial priorities and then applies the appropriate strategies to help optimize their wealth. | Finance |
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