Peter C. Keilman, CFA, CFP®
Peter is responsible for client trading and investment research and is a member of The Milestone Group’s investment management committee. Prior to joining The Milestone Group, Peter was an analyst for a large investment advisory firm where he analyzed current and prospective investment managers and strategies. Peter also has experience with financial planning, as well as investment accounting.
Peter earned a Master of Science in Finance from the University of Denver. He is a member of the CFA Institute and the CFA Society Colorado, where he is actively involved in Board leadership. He earned the Chartered Financial Analyst designation in 2012 and is a member of the CFA Institute. He is a CERTIFIED FINANCIAL PLANNER™ professional.