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Peter W. Tuz, CFA, CFP®

President & Director
Portfolio Manager

Executive Team

Mr. Tuz earned his BA from Ripon College, an MA from the University of Missouri, and an MBA from Tulane University. Peter is a CFA charter holder and a CFP® professional. Before joining us in 1997 he had 10 years’ experience as a senior analyst and officer with two NYSE member firms. He is a trustee of Ripon College and chairman of its investment committee and is a member of the Board of Governors of the Investment Adviser’s Association. Peter is a member of CFA Virginia, CFA Society of Washington, D.C., the Washington Association of Money Managers and serves on the Investment Company Institute’s small funds committee. He has been an occasional guest on CNBC and The Street and served on the board of the CFA Virginia. He has been quoted in Barron’s, The Wall Street Journal, the New York Times and other publications.