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Pete Baksh Cfa

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Pete Baksh Cfa

Vice President & Chief Investment Officer | The First National Bank of Mount Dora

United States

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Pete Baksh Cfa

Summary

Pete Baksh is a seasoned investment professional with over 20 years of experience in the field. As the Chief Investment Officer at the First National Bank of Mount Dora, he leads a team in producing in-house economic and equity research while managing a multi-asset class portfolio of approximately 1 billion dollars. His expertise spans alternative investments, quantitative portfolio management, and econometric modeling, among other areas. An advocate for tailored investment strategies, Pete emphasizes the importance of aligning investments with clients' long-term objectives rather than chasing fleeting market trends. In addition to his corporate role, he is committed to education, having taught portfolio management at the University of Central Florida. His academic pursuits include a Doctorate in Business Administration, showcasing his dedication to continuous learning and professional development. Pete's multifaceted career reflects a blend of practical experience and theoretical knowledge, making him a valuable asset in the finance sector.

General

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Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Emerging Technologies

Leadership Development

Sustainability

Organisational experience

Corporate Experience

Consulting Experience

Pete Baksh Cfa

Work Experience

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Vice President & Chief Investment Officer at

The First National Bank of Mount Dora

January 2017 - Present

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Vice President & Trust Investment Officer at

The First National Bank of Mount Dora

October 2013 - Present

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Adjunct Professor at

University Of Central Florida

August 2019 - December 2019

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Financial Advisor at

Merrill Lynch

February 2012 - September 2013

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Sales Representative at

Freelance

January 2008 - February 2012

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Head Trader at

North American Clearing

May 2005 - June 2008

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Equity Trader at

North American Clearing

February 2002 - May 2005

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Pete Baksh Cfa

Education

Crummer Graduate School of Business at Rollins College, Doctoral Student In The Executive Doctorate In Business Adminstration Program

January 2024 - January 2027

Kelley School of Business, Master Of Business Administration (M.B.A.)

January 2016 - January 2018

University of Florida - Warrington College of Business, Bachelor’s Degree

January 2010 - January 2012

Frequently Asked Questions about Pete Baksh Cfa

What is Pete Baksh Cfa email address?

Pete Baksh Cfa's primary email address is ******@ufl.edu. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Pete Baksh Cfa work for?

Pete Baksh Cfa is a Vice President & Chief Investment Officer at The First National Bank of Mount Dora, a company specializing in Depository Credit Intermediation.

Where Pete Baksh Cfa graduated from?

Pete Baksh Cfa holds a degree in from Crummer Graduate School of Business at Rollins College.

How can I directly contact Pete Baksh Cfa?

To contact Pete Baksh Cfa directly, you can use the email address ******@ufl.edu. Complete contact information is available upon registration with Muraena.

Who is Pete Baksh Cfa?

Pete Baksh is a seasoned investment professional with over 20 years of experience in the field. As the Chief Investment Officer at the First National Bank of Mount Dora, he leads a team in producing in-house economic and equity research while managing a multi-asset class portfolio of approximately 1 billion dollars. His expertise spans alternative investments, quantitative portfolio management, and econometric modeling, among other areas. An advocate for tailored investment strategies, Pete emphasizes the importance of aligning investments with clients' long-term objectives rather than chasing fleeting market trends. In addition to his corporate role, he is committed to education, having taught portfolio management at the University of Central Florida. His academic pursuits include a Doctorate in Business Administration, showcasing his dedication to continuous learning and professional development. Pete's multifaceted career reflects a blend of practical experience and theoretical knowledge, making him a valuable asset in the finance sector.

Pete`s contact details

mail

******@ufl.edu

******@fnbmd.com

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