Peter Hatfield, CFA, CFP®

Director, Content Development

Drawing on his experience as an investment professional, Peter advises Wentworth’s clients on how to use content to elevate their brands. Peter collaborates with subject matter experts to produce white papers, blogs, infographics, videos, and other forms of thought leadership to bring their best ideas to life.

Before shifting his focus to the marketing and communications side of financial services, Peter spent nearly two decades working on the buy-side and sell-side of the investment industry. He spent seven years at Slocum, Gordon & Company, a Newport, Rhode Island-based RIA where he was a partner and served as lead research analyst, portfolio manager, and financial planner. Prior to his investment advisory experience, he honed his financial writing and analysis chops as a senior equity research analyst at Cowen and Co. (now TD Cowen) in New York, where he covered the energy sector. Earlier in his career, Peter held several positions at Bernstein Wealth Management and Bloomberg, LP. His multifaceted career in the investment industry has endowed him with an ability to communicate effectively on a wide range of financial topics to a variety of audiences.

Education:

B.A. in economics from Amherst College; CFA charterholder; CERTIFIED FINANCIAL PLANNER®; certified Vinyasa yoga instructor

Favorite Things:

Introducing the joy of racket sporting to my young boys; cooking with my wife and elevating our kitchen game together; noodling on analog synthesizers and drum machines; devouring historical fiction with my King Charles Spaniel and a juicy IPA by my side

Quote:

‘You can’t stop the waves, but you can learn to surf.’ —Jon Kabat-Zinn