Directory
>
Peter Isern
Peter Isern
Senior Vice President & Wealth Manager | Insigneo
Miami, Florida, United States
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.
Peter Isern
Work Experience
Senior Vice President & Wealth Manager at
Insigneo
April 2022 - Present
Vice President - Wealth Management at
UBS Group AG
May 2006 - May 2022
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
Financial Advisor at
Wells Fargo Advisors
January 1994 - September 1995
Peter Isern
Education
University of Miami, Certificate
January 1996 - January 1997
univeristy of miami, Ba
January 1986 - January 1989
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
***********@insigneo.com
***********@ubs.com
Colleagues
Vice President/ Financial Advisor
Vice President
Managing Director Financial Advisor
Co-Founder & CEO
Wealth Management Senior Vice President
Managing Director and Financial Advisor
Senior Financial Consultant / Vice President
Vice President Financial Advisor
Senior Vice President - Investments
Managing Director