CIO / Client Advisor
Our clients are engaged in meaningful work, both professionally and philanthropically, and I feel grateful to help amplify their efforts and impact in the community. Our strategic guidance recently helped our client minimize tax consequences and maximize the net value of a gift in support of a food pantry for undernourished families, to the direct benefit of the charity and the community.
In his roles as Chief Investment Officer and Chair of the Investment Committee, Jerry Peters has primary responsibility for guiding investment strategy, asset allocation and risk management, as well as managing Filament’s investment research processes. Jerry also continues serve in a direct advisory role with clients. These combined roles allow Jerry and Filament to leverage his work over two decades in various aspects of investment management and client relationship management for global investment firms, including a prominent focus on hedge fund and private capital strategies. Prior to joining Filament, Jerry served as Managing Director at BlackRock Alternative Advisors where he initiated and developed business platforms in Japan and Australia and contributed to due diligence and manager selection activities.
Jerry received BA degrees (summa cum laude in Economics and Japanese) from the University of Notre Dame and holds the Chartered Financial Analyst® designation.