Peter Klos is a Senior Vice President and Client Portfolio Manager for Integrated Portfolio Implementation® at Natixis Investment Manager Solutions. His areas of focus include manager due diligence, tax management, and trade implementation. Peter started with the company in 2004. Prior to joining Natixis, Peter worked at UBS in multiple roles within their managed account and private client groups.
Peter received his MBA from the Haas School of Business at the University of California, Berkeley and a BS in finance from Villanova University. Peter is also a CFA® charterholder and member of the CFA Society of San Francisco.
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