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Peter C. Zeuli, CFA
Managing Partner and Portfolio Manager

Peter has been working with clients in the financial services industry for over twenty one years. As Managing Partner and Head Portfolio Manager, Peter founded Philadelphia Investment Partners, LLC in 1999 with the belief that all clients deserve an institutional level of knowledge while receiving personalized and intimate service and attention. To prove this, Peter has earned the right to use the highly recognized CFA designation. Previously he held an analyst position at Windsor Sheffield & Sheffield Capital Management, a investment advisor and market neutral hedge fund. He graduated from Villanova University with a degree in Economics and earned varsity letters on the school's football and wrestling teams and became member of the Villanova Economic Honor Society. Along with his wife Gabriella and two daughters Marissa and Madeline, Peter resides in Cherry Hill, NJ. He is a member of the CFA Institute and the CFA Society of Philadelphia


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Joseph Duncan
Portfolio Manager

Joe has been working with clients in the financial services industry for over seven years. As Portfolio Manager at P.I.P., he specializes in investment research, portfolio construction, and business development within Managed Accounts. Previously Joe was a Financial Advisor and Partner at Merrill Lynch, working in the Flagship 5th Avenue office located in New York City. Joe graduated from Rutgers University with a double major in Economics and Management and Labor Relations. He was also captain of the NCAA Division I lacrosse team. Joe is currently pursuing his MS from Columbia University. Along with his wife Katie and son s J.J. and Connor, Joe resides in Marlton, NJ.
 
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