Brett Peltzer, CFA, MBA

Brett Peltzer, CFA, MBA

Partner, Portfolio Manager

With over 25 years of experience in the financial services industry, Brett advises clients on their overall wealth management. The applications of his investment expertise include:

  • Investment management;
  • Investment policy statements;
  • Asset allocation and portfolio rebalance;
  • Broad economic and market analysis;
  • Financial and cash flow plans;
  • Wealth preservation strategies.

Focusing on relationships, Brett helps clients make financial decisions that support their goals and lifestyles. He is active in searching for new investment opportunities and keeping up with changing market environments

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.

He has been a member of the board of three non-profit organizations: Upper Valley Haven in White River Junction, VT; Hannah House in Lebanon, NH; and Camp Thorpe in Goshen, VT. He is currently a Trustee of Alice Peck Day Memorial Hospital in Lebanon, NH, and is a member of the New York Society of Securities Analysts (NYSSA).

Brett received a BS degree from the University of Vermont in 1982 and a Masters of Business Administration in 1996 from the University of Vermont. He is a Chartered Financial Analyst (CFA). He has completed all the CFP course work at Merrimack College in North Andover, MA.

Away from the office, Brett enjoys hiking, alpine & Nordic skiing, and biking.

 

 

Schedule a meeting with Brett