Peter T. Estlick

Finance

Consumer Services

Profile

Prior to joining Windsor Financial Group, Mr. Estlick worked as a research analyst with Geraty Investments a restaurant focused hedge fund in Eden Prairie, Minnesota.
He began his career as a portfolio manager and research analyst with Wells Fargo Private Client Services.
He also serves as a member of the Board of Directors for the CFA Society of Minnesota.
Mr. Estlick received his B.A.
in Economics from the University of Colorado in Boulder.
He holds the Chartered Financial Analyst designation.
He is a member of the CFA Institute.
He enjoys spending his free time with his family and friends, playing golf, and reading.

Former positions of Peter T. Estlick

Companies	Position	End
Windsor Financial Group LLC Windsor Financial Group LLC Investment ManagersFinance Founded in 1986, Windsor Financial Group LLC is a registered investment advisor located in Minneapolis, Minnesota. The firm is a subsidiary of The CapFinancial Group LLC. They provide portfolio management services to individuals, high net-worth individuals, banking institutions, corporations, pension and profit-sharing plans, charitable institutions, foundations and endowments.	Analyst-Equity	30/05/2011
Wells Fargo Private Client Services Wells Fargo Private Client Services Investment ManagersFinance Part of Wells Fargo Bank NA (Sioux Falls, South Dakota), Wells Fargo Private Client Services is a company that provides wealth management services. The company is based in Houston, TX.	Corporate Officer/Principal	-

See the detail of Peter T. Estlick's experience

Training of Peter T. Estlick

The University of Colorado

Undergraduate Degree

Experiences
Positions held

Active

Inactive

Listed companies

Private companies