Your Chief Financial Officers
Peter C. Zeuli, CFA is the CIO/Head Portfolio Manager of Philadelphia Investment Partners, LLC (“PIP”). Peter is a 25 year veteran of the securities industry and founded PIP in early 2000 on the principles of providing both individual and institutional investors value-added investment advice through PIP’s proprietary asset allocation models. Peter has provided oversight and implementation of all model- driven investment decisions for PIP investment strategy mandates, and has also been a contributor for various personal finance media outlets, including Bloomberg FinAlternatives and Interactive Brokers Traders Forum. From 1995 to 1999, Peter was a financial services and consumer durable/staple analyst with Sheffield Capital Management, a market-neutral hedge fund. Peter graduated from Villanova University with a Bachelor’s of Arts in Economics where he was a varsity player on both the school's football and wrestling teams. Peter is a chartered financial analyst (CFA) and is member of the CFA Institute and CFA Society of Philadelphia.
www.linkedin.com/in/peter-zeuli-cfa-083aab4/
F. Sean Bonner is a Portfolio Manager for Philadelphia Investment Partners, LLC (“PIP”). Sean brings to PIP more than 24 years of investment and entrepreneurial experience. Sean is in charge of PIP’s Large Cap Value Strategy. Previously, Sean was founder and Chief Investment Officer of Carne Capital, LLC and Portfolio Manager for the strategy since inception. Sean has been a Morningstar 5 Star Manager in Large Cap Value. Prior to founding Carne Capital, Sean was a senior trader for Deutsche Bank in New York City in its Global Equity Derivatives division from 2004 to 2008. Sean founded and served as the manager of the Bonner Investment Group, a Philadelphia Stock Exchange and American Stock Exchange Broker/Dealer firm specializing in proprietary option trading, 1997-2004. He spent 13 years as a Navy Reserve Intelligence Officer working for the Office of Naval Intelligence and most recently as a Department Head for a Defense Intelligence Agency unit. Earned a B.A. from the University of Delaware, 1993.
Shannon McCue is a Portfolio Manager for Philadelphia Investment Partners, LLC (“PIP”). Shannon brings nearly 10 years of diverse experience in financial services to PIP. Prior to joining the firm in 2017, Shannon served as Director of Operations for Fortiter Wealth Management, an investment advisory firm located in Houston, Texas with over $130 million in assets under management. As a founding member of the firm, Shannon oversaw day to day operations of the multi-family office that primarily focused on high net worth individuals in the oil and gas industry. From 2010 to 2014, Shannon worked for Deutsche Bank's Private Wealth Management office in Houston, Texas as a Registered Sales Associate managing trade executions, asset allocations and client services for four client advisors with over $700 million in assets under management. Shannon began her financial career as a compliance analyst for Deutsche Bank in New York in 2009 working in the risk departments of the New York, London, Frankfort and Geneva offices. Shannon graduated Cum Laude from Villanova University with a degree in Finance and Management.