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Wait! A Note on Registration:

We’ve launched Cvent—our new events platform!

Registration for any event with a start date after Sept. 28 now requires a CFA Institute account.

I don’t have a CFA Institute account

  • No problem! You’ll have the chance to create one prior to registration.

I already have a CFA Institute account

  • Great! Be sure to use your existing credentials at registration.
Cvent Transition Guide

Peter is an Investment Committee Member and ESG Portfolio Manager for Archetype Wealth Partners, a Registered Investment Advisor based in Houston. He has been an active member of the CFA NYC Sustainable Investing Group for several years, having served in the past as Co-Vice Chair, and has helped organized many events for the group. He earned a B.A. in Economics and MBA in Finance, both from Seton Hall, and is a Certified Portfolio Manager and Certified Financial Planner. Peter is a published author on the subject of sustainable investing and is currently working on a white paper entitled, “How Institutional Innovation is Delivering Sustainable Impact”.