Peter Boisi, CFA

Peter Boisi, CFA, is a seasoned professional with a strong background in finance and investment strategies.

Boisi pursued his BA in History at Yale University, showcasing his academic prowess and commitment to education. Prior to his college years, he attended Chaminade High School, highlighting his early dedication to learning and personal development.

Throughout his career, Boisi held prominent positions at renowned financial institutions. He served as the Director of Private Strategies at Lazard Family Office Partners, where he honed his expertise in managing private wealth and investments. Prior to that, he was an Associate Director at Truvvo Partners, contributing his knowledge and skills to the success of the firm. Additionally, he gained valuable experience as an Analyst at Goldman Sachs, further solidifying his foundation in financial analysis and market research.

Boisi's professional journey reflects a commitment to excellence and a drive for continuous growth and advancement in the finance industry. His diverse roles have equipped him with a versatile skill set and in-depth understanding of investment strategies and wealth management.

With a CFA designation adding to his credentials, Boisi stands out as a proficient and respected professional in the field, bringing a wealth of knowledge and experience to any organization.