Peter Essele, CFA®, CAIA, CFP®, Senior Vice President, Head of Advisory Solutions

Talking to Clients About ESG Investing
Don’t wait for clients to ask you about ESG investing. Learn how to broach this topic—and why doing so may present a valuable business opportunity.
Peter Essele, CFA®, CAIA, CFP®
06.02.21
Protecting a Portfolio Against a Rise in Interest Rates
With interest rates rising, how can average investors protect their fixed income allocation without completely repositioning their portfolios?
Peter Essele, CFA®, CAIA, CFP®
03.17.21
2020’s Remarkable Value Rally
Investors have taken note of the recent strong performance of value stocks. But will the rally persist?
Peter Essele, CFA®, CAIA, CFP®
01.26.21
Is the Value Premium Dead?
Commonwealth’s Peter Essele looks at the value premium in light of its recent underperformance and new data discussed by Eugene Fama and Kenneth French.
Peter Essele, CFA®, CAIA, CFP®
07.08.20
Sustainable Investing: The Capitalist Perspective
Take a deep dive into sustainable investing and learn about a recent game changer in the sustainability story.
Peter Essele, CFA®, CAIA, CFP®
01.28.20