Profile

Mr. Peter M.
Gagliano
, CFA, is Vice President of Direct Client Investments at Fiera Capital, Inc. He manages portfolios for high net worth individuals and is a member of the Equity Index Subcommittee.
Prior to joining Fiera Capital in October 2015, Mr. Gagliano joined Samson Capital Advisors LLC in 2010 as a Portfolio Analyst.
He aided in the development of firm’s other investment offerings in equity, high yield fixed income, and closed-end funds and served as a member of Samson’s equity allocation committee.
Prior to joining Samson, he spent 5 years as an Investment Strategist at U.S.
Trust, Bank of America Private Wealth Management.
While at U.S.
Trust, he evaluated ultra-high net worth client portfolios, created customized asset allocation proposals, aided in the development of the firm's capital market assumptions and asset allocation guidelines, and developed and managed model ETF portfolios.
He graduated Magna Cum Laude from Lafayette College with a BA in Economics & Business.
He is a member of the Phi Beta Kappa and Omicron Delta Epsilon academic honor societies.
He is a CFA and CMT charterholder.

Former positions of Peter M. Gagliano

CompaniesPositionEnd
Portfolio Manager-Fixed Income 2019-07-31
Corporate Officer/Principal 2009-07-29
Corporate Officer/Principal -
Analyst-Fixed Income -
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Training of Peter M. Gagliano

Lafayette College Undergraduate Degree

Experiences
Positions held

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Private companies

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Connections

36

1st degree connections

5

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Linked companies

Private companies4

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Finance

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