Our Team

Our Team

Peter R. Gordon
Founding Principal & Portfolio Manager

Peter R. Gordon has a Master of Business Administration (MBA) degree with an emphasis in Finance from the Wharton School, University of Pennsylvania. Peter earned a Bachelor of Arts degree in International Relations, also at the University of Pennsylvania. After experiences at Morgan Stanley and Trust Company of the West in Los Angeles, Peter co-founded an executive consulting firm in Boston which focused on private equity and venture capital clients. Peter was most recently a Portfolio Manager at Dowling & Yahnke, LLC, one of the largest independent wealth management firms in San Diego with over $1.5 billion in assets under management.

Peter is an active member of the Chartered Financial Analyst (CFA) Society of San Diego.