Peter Eickelberg has been appointed the senior investment officer of KeatsConnelly, a wealth management firm in Phoenix that assists Canadians and Americans in realizing their dreams of a cross-border lifestyle. In his new role Eickelberg, who has been with KeatsConnelly since March 2006, will be responsible for the firm’s investment department and will act as the chairperson of its investment committee.
Eickelberg has more than nine years of experience in the industry and holds the CHARTERED FINANCIAL ANALYST® designation. He also holds the Chartered Mutual Fund Counselor (CMFC) and Accredited Asset Management Specialist (AAMS) designations and serves as current president of Phoenix CFA Society. His prior experience includes positions with both Charles Schwab and Aetna Retirement Services in Phoenix.
Peter is a native of Arizona and currently lives in Phoenix.
KeatsConnelly, a wealth management firm with offices in Arizona, Florida and Michigan, that assists Canadians and Americans in realizing their dreams of a cross-border lifestyle. The firm’s fee-only compensation model enables the company to maintain its philosophy of promoting clients’ best interests, at all times, while avoiding any potential conflict of interest with commissions. For more information on KeatsConnelly, please visit www.keatsconnelly.com.
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