Profile
Mr. Peter Chiappinelli is a Partner & Chief Investment Officer at Ballentine Partners LLC.
He is focused primarily on Asset Allocation in setting strategic direction for client portfolios.
He has over 30 years of experience in research, investment strategy, and thought leadership regarding the management of multi-asset class portfolios, inclusive of equities, fixed income, and alternatives.
Prior to joining Ballentine Partners in 2022, he was a Senior Portfolio Strategist on GMO’s Asset Allocation team.
Prior to that, he was an Institutional Portfolio Manager at a specialized unit within Fidelity Investments and was the Managing Director of Institutional Investment Strategy & Research at Putnam Investments.
He is a graduate of Carleton College and holds his MBA from The Wharton School at the University of Pennsylvania.
Pete holds the Chartered Financial Analyst (CFA) designation, is a member of the CFA Institute and CFA Society Boston, and he holds the CFA Institute Certificate in ESG Investing.
He also holds the Chartered Alternative Investment Analyst (CAIA) designation and was the founding President of CAIA Boston.
Peter Chiappinelli active positions
| Companies | Position | Start |
|---|---|---|
Ballentine Partners LLC
Ballentine Partners LLC Investment ManagersFinance Ballentine Partners builds diversified portfolios using a combination of low fee, tax-efficient investment vehicles and active managers when their after-tax returns justify their fees. They also add considerable value through tax-optimization of their clients’ portfolios. The firm search for the most attractive investment products. Their investment research includes coverage of real estate funds, hedge funds, private equity funds, venture capital funds, and natural resource funds. | Chief Investment Officer | 01/01/2024 |
Former positions of Peter Chiappinelli
| Companies | Position | End |
|---|---|---|
Grantham, Mayo, Van Otterloo & Co. LLC
Grantham, Mayo, Van Otterloo & Co. LLC Investment ManagersFinance GMO offers investment strategies in many of the major asset classes, as well as multi-asset class and alternative strategies. Within these strategies, a range of investment styles, market capitalizations, and types of securities may be represented. The firm's investment strategies are implemented via pooled vehicles and/or through discretionary advice provided to separately managed accounts, some of which use pooled vehicles. | Analyst-Equity | 01/01/2022 |
FIAM LLC
FIAM LLC Investment ManagersFinance FIAM utilizes a variety of methods of security analysis to select investments, including fundamental, quantitative, technical and macro-economic analysis in managing client accounts. The firm's global research resources include seasoned, sector-focused fundamental analysts covering industry sectors across the US and global markets as well as quantitative and technical portfolio managers and analysts. | Portfolio Manager-Equities | 31/12/2009 |
Putnam U.S. Holdings I LLC
Putnam U.S. Holdings I LLC Investment ManagersFinance Provides asset management services | Corporate Officer/Principal | 01/05/2006 |
GE Asset Management, Inc.
GE Asset Management, Inc. Investment ManagersFinance GE Asset Management's (GEAM) core investment strategies include US equities, international equities, fixed-income, real estate and private equity. The firm follows a disciplined, fundamental, bottom-up approach to investing in US equities. Their US equity investment approach involves rigorous analyses of financial data, including industry, sector and company information, as well as qualitative assessments of management and their ability to execute business plans. Generally, GEAM invests in companies that are industry leaders with high quality earnings and a history of creating shareholder value. GEAM's international equities approach includes a variety of strategies such as International Equity, Global Equity and Emerging Markets Equity, as well as regional and country specific mandates for Canada, Europe, Euroland, China and India. All strategies are driven by a bottom-up, fundamental research process. GEAM's fixed-income team manages a variety of investment styles and strategies that span the yield curve and credit quality universe. The firm manages a variety of products designed to meet various customer risk/return parameters. GEAM's fixed-income team follows a relative value approach, emphasizing a fundamental, bottom-up process with the objective of enhancing returns while limiting volatility. The firm's International Private Equity team invests in companies domiciled and doing a substantial portion of their business outside of the US. They focus primarily on corporate buyouts and growth-equity investments, but they also selectively consider later-stage venture capital investments. GEAM considers investment opportunities across a broad range of industrial sectors and geographic areas and pursues potential investment opportunities in both developed and emerging markets. | Corporate Officer/Principal | 01/01/2000 |
Unilever United States, Inc.
Unilever United States, Inc. Household/Personal CareConsumer Non-Durables Manufactures personal care and consumer products | Corporate Officer/Principal | 01/01/1998 |
Training of Peter Chiappinelli
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 9 |
|---|---|
GE Asset Management, Inc.
GE Asset Management, Inc. Investment ManagersFinance GE Asset Management's (GEAM) core investment strategies include US equities, international equities, fixed-income, real estate and private equity. The firm follows a disciplined, fundamental, bottom-up approach to investing in US equities. Their US equity investment approach involves rigorous analyses of financial data, including industry, sector and company information, as well as qualitative assessments of management and their ability to execute business plans. Generally, GEAM invests in companies that are industry leaders with high quality earnings and a history of creating shareholder value. GEAM's international equities approach includes a variety of strategies such as International Equity, Global Equity and Emerging Markets Equity, as well as regional and country specific mandates for Canada, Europe, Euroland, China and India. All strategies are driven by a bottom-up, fundamental research process. GEAM's fixed-income team manages a variety of investment styles and strategies that span the yield curve and credit quality universe. The firm manages a variety of products designed to meet various customer risk/return parameters. GEAM's fixed-income team follows a relative value approach, emphasizing a fundamental, bottom-up process with the objective of enhancing returns while limiting volatility. The firm's International Private Equity team invests in companies domiciled and doing a substantial portion of their business outside of the US. They focus primarily on corporate buyouts and growth-equity investments, but they also selectively consider later-stage venture capital investments. GEAM considers investment opportunities across a broad range of industrial sectors and geographic areas and pursues potential investment opportunities in both developed and emerging markets. | Finance |
Grantham, Mayo, Van Otterloo & Co. LLC
Grantham, Mayo, Van Otterloo & Co. LLC Investment ManagersFinance GMO offers investment strategies in many of the major asset classes, as well as multi-asset class and alternative strategies. Within these strategies, a range of investment styles, market capitalizations, and types of securities may be represented. The firm's investment strategies are implemented via pooled vehicles and/or through discretionary advice provided to separately managed accounts, some of which use pooled vehicles. | Finance |
Unilever United States, Inc.
Unilever United States, Inc. Household/Personal CareConsumer Non-Durables Manufactures personal care and consumer products | Consumer Non-Durables |
Ballentine Partners LLC
Ballentine Partners LLC Investment ManagersFinance Ballentine Partners builds diversified portfolios using a combination of low fee, tax-efficient investment vehicles and active managers when their after-tax returns justify their fees. They also add considerable value through tax-optimization of their clients’ portfolios. The firm search for the most attractive investment products. Their investment research includes coverage of real estate funds, hedge funds, private equity funds, venture capital funds, and natural resource funds. | Finance |
Putnam U.S. Holdings I LLC
Putnam U.S. Holdings I LLC Investment ManagersFinance Provides asset management services | Finance |
Mecc, Inc.
Mecc, Inc. Property/Casualty InsuranceFinance Provides workers compensation coverag | Finance |
Carleton University
Carleton University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
FIAM LLC
FIAM LLC Investment ManagersFinance FIAM utilizes a variety of methods of security analysis to select investments, including fundamental, quantitative, technical and macro-economic analysis in managing client accounts. The firm's global research resources include seasoned, sector-focused fundamental analysts covering industry sectors across the US and global markets as well as quantitative and technical portfolio managers and analysts. | Finance |
The Wharton School of the University of Pennsylvania
The Wharton School of the University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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