• January 1999

    Peter Zeuli launches Philadelphia Investment Partners to bring institutional level investing to the general investing public by utilizing his knowledge gained as an analyst on a market neutral hedge fund.
  • April 2003

    In order to better serve his clients, Peter Zeuli earns the right to use the Chartered Financial Analyst (“CFA”).
  • January 2008

    Peter and his firm, create, implement and manage Philadelphia Investment Partners first pooled investment vehicle – PIP New Generation Fund, LP – a global long/short hedge fund.
  • January 2011

    After demand grows for the PIP New Generation Fund strategy, PIP converts the fund from an LP structure to a Mutual Fund for use within asset allocation models and smaller portfolios.
  • July 2017

    After seeing the need to modify and update the underlying structure of the time tested 60/40 (equity/bond) investment methodology, Peter and his firm, create, implement and manage the PIP Dynamic Core Fund, LP – a concentrated, overwrite fund.
  • January 2018

    Seeing the need to better serve the firm’s growing sophisticated client base and their completed wealth management needs, PIP recruits Shannon McCue to bring to the firm a rare combination of institutional investment and family office experience.
  • July 2023

    Philadelphia Investment Partners rebrands to PIP Wealth to further capture the overall services the firm encompasses to serve all clients.