About Peter
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.
Professional Experience
Peter Stebelton, CFA, CFP® is a Senior Investment Advisor 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.
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.
Education
University of Michigan, Ann Arbor, Michigan.
University of Cincinnati, Cincinnati, Ohio.
University of Cincinnati, Cincinnati, Ohio.
Licenses & Professional Designations
- Chartered Financial Analyst
- Certified Financial Planner
About Fifth Third Private Bank
With over 100 years of wealth planning experience, Fifth Third Private Bank delivers access to sophisticated investment solutions and challenges you to achieve the outcomes you desire. Our approach starts by understanding that each client is unique. Using a dedicated team approach, Fifth Third Private Bank collaborates to build plans centered around each individual and family. And because we have found many successful people may leave aspects of their plan unaddressed, our work doesn’t stop there. We continue to help you focus and manage your wealth as our relationship with you progresses.
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