As Portfolio Manager, Peter Stebelton assists in the development of your personal investment policy guidelines. Peter makes decisions about your investment mix while matching investment opportunities to your objectives—all while balancing risk against performance.
EducationUniversity of Michigan, Ann Arbor, Michigan.
University of Cincinnati, Cincinnati, Ohio.
Professional Experience & Areas of FocusPeter Stebelton, CFA, CFP® is a Portfolio Manager with Fifth Third Private Bank and started with the Northwest Ohio Investment Advisors division in 2004. While in Florida, Peter has been a member of the CFA Society of Naples since 2011.
Peter customizes investment solutions for high net-worth clients, helping them achieve their financial goals. As an investment specialist, his experience covers managing a broad spectrum of asset classes, from fixed income to equities, including alternative investments.
Licenses & Professional Designations
- Chartered Financial Analyst (CFA)
- CERTIFIED FINANCIAL PLANNER™ (CFP®)