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Peter Klingelhofer

Managing Director - Portfolio Management
Columbus, Ohio, United States

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Work Experience

Hamilton Capital

Managing Director

2021-01-01 - Present

WEALTHSTONE ADVISORS

CIO

2020-03-01 - 2021-01-01

JPMorgan Chase & Co.

Portfolio Manager - MAS

2015-04-01 - 2020-02-01

Heartland Advisors, Inc.

Senior Analyst

2014-08-01 - 2015-03-01

State Teachers Retirement System of Ohio

Assistant Portfolio Manager

2009-01-01 - 2014-08-01

Skills

investment management wealth management 401 plans services to fiduciaries fiduciary service financial planning dynamic investment management financial advice financial services capital management investment portfolio management institutional investment management retirement planning asset management retirement plan services finance investment investment analysis customer service legacy planning asset protection

Languages

English