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Profil
Mr. Peter M.
Gagliano, CFA, is Vice President of Direct Client Investments at Fiera Capital, Inc. He manages portfolios for high net worth individuals and is a member of the Equity Index Subcommittee.
Prior to joining Fiera Capital in October 2015, Mr. Gagliano joined Samson Capital Advisors LLC in 2010 as a Portfolio Analyst.
He aided in the development of firm’s other investment offerings in equity, high yield fixed income, and closed-end funds and served as a member of Samson’s equity allocation committee.
Prior to joining Samson, he spent 5 years as an Investment Strategist at U.S.
Trust, Bank of America Private Wealth Management.
While at U.S.
Trust, he evaluated ultra-high net worth client portfolios, created customized asset allocation proposals, aided in the development of the firm's capital market assumptions and asset allocation guidelines, and developed and managed model ETF portfolios.
He graduated Magna Cum Laude from Lafayette College with a BA in Economics & Business.
He is a member of the Phi Beta Kappa and Omicron Delta Epsilon academic honor societies.
He is a CFA and CMT charterholder.
Anciens postes connus de Peter M. Gagliano
| Sociétés | Poste | Fin |
|---|---|---|
Fiera Capital, Inc.
 Fiera Capital, Inc. Investment ManagersFinance Fiera Capital offers a broad spectrum of investment strategies across various asset classes, styles and capitalization ranges. For the Equity Strategies, the firm takes a long-term investment approach, emphasizing high quality, and consistency of performance. Using a research-focused fundamental bottom-up approach, they seek to identify and invest in companies with a sustainable competitive advantage, growth potential, and attractive valuations. Their investment objective is to seek growth at a reasonable price by investing in a long-only portfolio of equities. Fiera Capital’s Fixed Income Strategies focuses on tax efficiency, real wealth preservation, and the development of non-correlated strategies built on its domestic and multi-currency expertise. | Portfolio Manager-Fixed Income | 01/08/2019 |
United States Trust Co., NA
 United States Trust Co., NA Major BanksFinance Provides banking services | Corporate Officer/Principal | 30/07/2009 |
Bank of America NA (New York Branch)
 Bank of America NA (New York Branch) Major BanksFinance Commercial banking branch office | Corporate Officer/Principal | - |
Samson Capital Advisors LLC
 Samson Capital Advisors LLC Investment ManagersFinance Samson Capital Advisors provides customized discretionary investment management services primarily regarding fixed-income securities and currency-related strategies. The firm utilizes an active investment management style that focuses on tax efficiency, real wealth preservation, and the development of non-correlated strategies built on their domestic and multicurrency expertise. Samson's primary preservation philosophy is central to their investment process and is designed to balance clients' desires to maximize after-tax income with their desire to preserve wealth. Their investment process also includes management of interest rate exposure and portfolio structures that anticipate changes in the shape of the yield curve. In addition, Samson employs a strict and thorough credit research process. Portfolios are individually managed and customized with particular attention to specific client considerations such as state of residence, tax status, risk tolerance, income and liquidity needs, and investment time horizon. The firm's investment strategies include: Tax Efficient Fixed-Income; High Grade Fixed-Income; Currencies; and Tax Efficient Inflation Protection. | Analyst-Fixed Income | - |
Formation de Peter M. Gagliano
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
33
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Fiera Capital, Inc.
Fiera Capital, Inc. Investment ManagersFinance Fiera Capital offers a broad spectrum of investment strategies across various asset classes, styles and capitalization ranges. For the Equity Strategies, the firm takes a long-term investment approach, emphasizing high quality, and consistency of performance. Using a research-focused fundamental bottom-up approach, they seek to identify and invest in companies with a sustainable competitive advantage, growth potential, and attractive valuations. Their investment objective is to seek growth at a reasonable price by investing in a long-only portfolio of equities. Fiera Capital’s Fixed Income Strategies focuses on tax efficiency, real wealth preservation, and the development of non-correlated strategies built on its domestic and multi-currency expertise. | Finance |
Lafayette College
 Lafayette College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Samson Capital Advisors LLC
Samson Capital Advisors LLC Investment ManagersFinance Samson Capital Advisors provides customized discretionary investment management services primarily regarding fixed-income securities and currency-related strategies. The firm utilizes an active investment management style that focuses on tax efficiency, real wealth preservation, and the development of non-correlated strategies built on their domestic and multicurrency expertise. Samson's primary preservation philosophy is central to their investment process and is designed to balance clients' desires to maximize after-tax income with their desire to preserve wealth. Their investment process also includes management of interest rate exposure and portfolio structures that anticipate changes in the shape of the yield curve. In addition, Samson employs a strict and thorough credit research process. Portfolios are individually managed and customized with particular attention to specific client considerations such as state of residence, tax status, risk tolerance, income and liquidity needs, and investment time horizon. The firm's investment strategies include: Tax Efficient Fixed-Income; High Grade Fixed-Income; Currencies; and Tax Efficient Inflation Protection. | Finance |
Bank of America NA (New York Branch)
Bank of America NA (New York Branch) Major BanksFinance Commercial banking branch office | Finance |
United States Trust Co., NA
United States Trust Co., NA Major BanksFinance Provides banking services | Finance |
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