Directory

>

Peter Isern

avatar

Peter Isern

Senior Vice President & Wealth Manager | Insigneo

Miami, Florida, United States

View contact details (it's free)

Peter Isern

Summary

Peter Isern is a seasoned financial professional with extensive experience in wealth management, currently serving as the Senior Vice President & Wealth Manager at Insigneo. Holding a Certified Investment Management Analyst (CIMA) designation, he is committed to delivering tailored financial strategies to his clients. Peter has a rich background that includes positions at prominent firms such as UBS, Morgan Stanley, and Merrill Lynch, showcasing his deep expertise in investment advice and financial consulting. He is an active member of several community organizations, including the Kiwanis Club and the Key Biscayne Chamber of Commerce, reflecting his dedication to community service. With a strong educational foundation from the University of Miami and Miami Dade College, Peter combines academic knowledge with practical experience. His professional journey demonstrates a consistent focus on client-centered financial solutions, making him a trusted advisor in the industry.

General

Specialist

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Organisational experience

Corporate Experience

Peter Isern

Work Experience

company logo

Senior Vice President & Wealth Manager at

Insigneo

April 2022 - Present

company logo

Vice President - Wealth Management at

UBS Group AG

May 2006 - May 2022

company logo

Financial Advisor at

MORGAN STANLEY ADMINISTRADORA DE CARTEIRAS S/A

February 1999 - May 2006

💼

Financial Consultant at

Merrill Lynch/Wfc/L. Inc.

September 1995 - February 1999

company logo

Financial Advisor at

Wells Fargo Advisors

January 1994 - September 1995

Logos provided by Logo.dev

Peter Isern

Education

University of Miami, Certificate

January 1996 - January 1997

univeristy of miami, Ba

January 1986 - January 1989

Miami Dade College, Aa

January 1984 - January 1987

Archbishop curley High School

January 1983 - January 1984

Belen Jesuit

January 1980 - January 1982

Frequently Asked Questions about Peter Isern

What is Peter Isern email address?

Peter Isern's primary email address is ***********@insigneo.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Peter Isern work for?

Peter Isern is a Senior Vice President & Wealth Manager at Insigneo, a company specializing in Monetary Authorities-Central Bank.

Where Peter Isern graduated from?

Peter Isern holds a degree in Personal Financial Planning from University of Miami.

How can I directly contact Peter Isern?

To contact Peter Isern directly, you can use the email address ***********@insigneo.com. Complete contact information is available upon registration with Muraena.

Who is Peter Isern?

Peter Isern is a seasoned financial professional with extensive experience in wealth management, currently serving as the Senior Vice President & Wealth Manager at Insigneo. Holding a Certified Investment Management Analyst (CIMA) designation, he is committed to delivering tailored financial strategies to his clients. Peter has a rich background that includes positions at prominent firms such as UBS, Morgan Stanley, and Merrill Lynch, showcasing his deep expertise in investment advice and financial consulting. He is an active member of several community organizations, including the Kiwanis Club and the Key Biscayne Chamber of Commerce, reflecting his dedication to community service. With a strong educational foundation from the University of Miami and Miami Dade College, Peter combines academic knowledge with practical experience. His professional journey demonstrates a consistent focus on client-centered financial solutions, making him a trusted advisor in the industry.

Peter`s contact details

mail

***********@insigneo.com

***********@ubs.com

Colleagues

Alexandra Panora

Vice President/ Financial Advisor

Francisabel

Vice President

avatar
Angel Colina

Managing Director Financial Advisor

avatar
Francisco Velasco

Co-Founder & CEO

avatar
Frank Collado

Wealth Management Senior Vice President

avatar
Ricardo Morales

Managing Director and Financial Advisor

avatar
Roberto Pena

Senior Financial Consultant / Vice President

avatar
Minerva Rodriguez

Vice President Financial Advisor

Nancy Pinzon-Johnson

Senior Vice President - Investments

avatar
Santiago Tolomei

Managing Director

View Contact details (it's free)
Request Profile Removal