Peter Bourbeau
Managing Director, Portfolio Manager
“Risk may be reduced by using a disciplined valuation approach when investing in high quality growth franchises.”
Experience
- 19 years of investment industry experience
- Joined a predecessor organization in 1991
- MBA in Finance from Fordham University
- BSBA in Business Administration from University of Florida
Peter co-manages the Large Cap Growth, ESG Large Cap Growth and All Cap Growth strategy products. Peter joined predecessor firm Shearson Asset Management in 1991, and has 19 years of investment industry experience.
During his career, Peter has worked in trading, fund management, research, and investment marketing. A graduate of the University of Florida, Peter obtained his MBA from Fordham University in New York.
Watch Video
Peter discusses the investment approach and process of the Large Cap Growth Strategy.