Brett Peltzer, CFA
Professional Background: Brett has over 25 years of experience in the financial services industry. He advises clients on overall wealth management, focusing on investment management (including investment policy statement, asset allocation and portfolio rebalancing services, and broad economic and market analysis), financial and cash flow planning and wealth preservation strategies. Brett is active in searching for new investment opportunities. Brett has served as primary financial advisory to high net worth individuals and families, non-profit organizations and business owners in a wide range of industries. Previously, he was a Senior Investment Officer at Ledyard National Bank in Hanover, New Hampshire.
Other Professional Activities: Brett is a member of the board of four non-profit organizations; Upper Valley Haven in White River Junction, VT, Hannah House in Lebanon, NH, Camp Thorpe in Goshen, VT and Alice Peck Day Memorial Hospital in Lebanon, NH. Brett is a member of the Boston Securities Analyst Society and is a Chartered Financial Analyst (CFA).
Education and Accreditations: Brett received his BS degree from the University of Vermont in 1982. He also received a Masters of Business Administration in 1996 from the University of Vermont. He is a Chartered Financial Analyst. Brett has completed all the CFP course work at Merrimack College in Andover New Hampshire. Contact Brett