Barton Peters
Portfolio Manager-Equities at TCV Trust & Wealth Management, Inc.
Profile
Mr. Philip B.
Peters, CFA, is a Senior Vice President & Portfolio Manager at TCV Trust & Wealth Management, Inc.
Mr. Peters' 25 – plus year career includes roles as a security analyst and Research Director at Capitoline Investment Services, and Director of Research at Mentor Investment Advisors, L.L.C.
He founded Parata Capital Management, a private investment management firm.
He holds a Masters degree in Finance and Quantitative Systems from Virginia Commonwealth University as well as a Bachelor’s degree in Economics from The College of William & Mary.
He is a Chartered Financial Analyst (CFA).
Barton Peters active positions
| Companies | Position | Start |
|---|---|---|
TCV Trust & Wealth Management, Inc.
 TCV Trust & Wealth Management, Inc. Investment ManagersFinance TCV Trust & Wealth Management, Inc. (TCV) is an independent fiduciary and fee-only wealth management firm headquartered in Knoxville, Tennessee. TCV provides asset management, trust administration, and estate services to individuals and families. | Portfolio Manager-Equities | 2017-12-30 |
Former positions of Barton Peters
| Companies | Position | End |
|---|---|---|
The Trust Company of Virginia
 The Trust Company of Virginia Investment ManagersFinance Founded in 2006, the Trust Co. of Virginia is an independent, privately held trust and investment firm located in Richmond, Virginia. The firm offers services to individuals, endowments and foundations. | Portfolio Manager-Equities | 2017-12-30 |
| Mentor Investment Advisors LLC | Director of Research - Equity | - |
Training of Barton Peters
| The College of William & Mary | Undergraduate Degree |
| Virginia Commonwealth University | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
The Trust Company of Virginia
The Trust Company of Virginia Investment ManagersFinance Founded in 2006, the Trust Co. of Virginia is an independent, privately held trust and investment firm located in Richmond, Virginia. The firm offers services to individuals, endowments and foundations. | Finance |
| Mentor Investment Advisors LLC | Finance |
TCV Trust & Wealth Management, Inc.
TCV Trust & Wealth Management, Inc. Investment ManagersFinance TCV Trust & Wealth Management, Inc. (TCV) is an independent fiduciary and fee-only wealth management firm headquartered in Knoxville, Tennessee. TCV provides asset management, trust administration, and estate services to individuals and families. | Finance |
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