Peter Nielsen, MBA, CFA®
Portfolio Manager
Connect with Peter on LinkedIn
Highlights
Education
- Simon Fraser University, MBA in Global Asset and Wealth Management
- Trinity Western University, B.S. in Business Administration
Peter serves as the Portfolio Manager for Foster Victor Wealth Advisors. He has worked in finance for over 20 years and has broad experience ranging from institutional account management to crafting custom investment strategies for individual investors. He is a student of the capital markets with a deep appreciation for historical market dynamics. Peter believes that managing client capital requires blending knowledge of the past with contemporary investment techniques and theories. Peter is a Chartered Financial Analyst (CFA®) and holds an undergraduate degree in business administration from Trinity Western University and an MBA from Simon Fraser University, British Columbia.
Learn more about Peter
In addition to his duties at Foster Victor Wealth Advisors, Peter sits on the board of South Carolina’s Chartered Financial Analyst Society and is also adjunct Professor in the department of Finance and Economics at Anderson University.