Peter Aloisi is a fixed income portfolio manager at A&M Private Wealth Partners (AMPWP), where he focuses on tax-advantaged intermediate and short-duration strategies tailored to the unique needs of ultra-high-net-worth clients. Throughout his career, he has enhanced client value by identifying optimal risk-reward opportunities within the municipal bond landscape, leveraging market dislocations across various cycles.
Peter emphasizes convexity in his management approach — an essential principle in the municipal bond market that mitigates volatility and large duration fluctuations in the portfolios he oversees. Before joining AMPWP, Peter made significant strides as a fixed income portfolio manager at Citi Investment Management. Peter’s experience also includes a notable tenure at DWS, the asset management arm of Deutsche Bank, where he dedicated over a decade from 2010 to 2021.
His comprehensive background in finance enables him to provide nuanced insights and tailored strategies that meet the sophisticated needs of families looking to preserve and grow their wealth.
Peter earned both a Bachelor of Arts and a Master of Business Administration from Boston College. He also holds the Chartered Financial Analyst® designation.
Website: www.ampwp.com
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