Peter Boisi

Peter Boisi is a finance professional with experience in investment management and private wealth services. He has held positions at several prominent firms in the financial sector:

Career

Peter Boisi previously worked as an Associate Director at Truvvo Partners (formerly known as Roundtable Investment Partners) from August 2012 to March 2023, spending over 10 years with the firm.3 His role at Roundtable Investment Partners involved investment analysis, portfolio management, and financial planning.

Currently, Peter Boisi serves as the Director of Private Strategies at Lazard Family Office Partners, based in New York City.5

Background

Peter Boisi comes from a family with strong ties to the financial industry. His father, Geoffrey T. Boisi, is the chairman and CEO of Roundtable Investment Partners LLC, an independent private investment partnership.12 This connection likely influenced Peter's career path in finance.

Education and Qualifications

Peter Boisi holds the Chartered Financial Analyst (CFA) designation, indicating a high level of expertise in investment analysis and portfolio management.3

Personal Life

In 2015, Peter Boisi married Lydia Mailander. At the time of their wedding, he was 28 years old and working as an investment associate at Roundtable Investment Partners.4

Peter Boisi's LinkedIn profile username is peter-boisi-cfa-1abb4513, reflecting his professional credentials and career in finance.3