Peter C. Zeuli, CFA

On a fall day in 1987, Peter saw that his father David was a little upset with something so he inquired about what was wrong. His father proceeded to tell him that he was about to buy a new car but he no longer could because some of the money he was counting on had greatly decreased do to a pull back in stock market. It was at this instant that Peter’s father taught him the most important lessen when managing client assets with two simple words “always diversify”.

Before he decided that a career in finance was the right choice, Peter graduated Villanova University with a BA in Economics. He also earned varsity letters for the schools football & wrestling teams and became member of the Villanova’s Economic Honor Society

Peter’s first foray into the finance was through the financial planning side of the business. While working with the late Michael Santarpio, Peter learned some valuable lessons on how to deal with clients “the right way”. During this time he picked up some valuable credit experience by evaluating pledged collateral for business loans at United Valley Bank. Assisting the loan committee team at UVB allowed Peter to develop a solid, real world way of analyzing complex investment portfolios.

Peter was soon approached with the unique opportunity of assisting management in the formation of a broker/dealer and long/short hedge fund, Windsor Sheffield & Sheffield Capital Management. This was Peter’s first exposure to hardcore investment analysis. After a few years of gaining valuable analytical experience, Peter felt his true calling was in asset management. With that he began to develop and implemented the investment principals currently being used at Philadelphia Investment Partners, LP (“PIP”).

In 1999, Peter decided the time was right to introduce the investing public his vision of what a truly value-added investment advisory & wealth management firm should represent. Philadelphia Investment Partners, LP philosophy is to provide its clients with an experience that combines institutional level knowledge with the personal service associated with smaller boutique firms. In order to better serve the needs of PIP clients and after several years of diligent studying and preparation, Peter earned the right to use the CFA designation. The principals’ set forth by the CFA Institute, governing body for CFA Charterholders, is the backbone for both Peter and PIP investment & ethical processes.

Along with his wife Gabriella and 2 daughters Marissa & Madeline, Peter resides in Cherry Hill, NJ. Peter and his wife are active in many civic associations and charitable organizations including the Union League of Philadelphia, Pennsylvania Horticultural Association, Philabundence and Cooper Hospital. In his spare time, Peter is an avid triathlon participant, reader and traveler.