In support of our continued growth Peter McCarthy has joined our team as an Operations and Compliance manager working with me here in Chicago. Peter was recently with Wells Fargo Advisors where he was an Administration Manager responsible for supporting the branch management team with daily administrative, operations, and compliance functions. Prior to Wells Fargo, Peter was a Branch Support Manager and Options Principal at Credit Suisse. His responsibilities included supervising options trading activity, monitoring options exposure, and managing the staff across all supervisory and operational functions.
In this new role with Brentview, Peter will serve as our main liaison with our operations & back office partner Archer. In addition Peter will handle new account processing and act as an inbound point of contact for any questions you might have. Finally, in addition to his operations responsibilities Peter will also support our Chief Compliance Officer, Cynthia Aragon in Brentview’s compliance efforts.
We are excited to welcome Peter to our team!
If you would like to learn more about Brentview Investment Management and the Dividend Growth Strategy please, click here
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