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Profile
Peter Landell Klos worked as a Client Service Associate at UBS Financial Services, Inc. Mr. Klos worked at Natixis Advisors LLC from 2004 to 2026, serving as Senior VP & Client Portfolio Manager from 2016 to 2026.
Mr. Klos completed an undergraduate degree at Villanova University in 2000 and earned an MBA from Haas School of Business in 2012.
Former positions of Peter Klos
| Companies | Position | End |
|---|---|---|
Natixis Advisors LLC
 Natixis Advisors LLC Investment ManagersFinance Natixis Advisors uses various investment strategies and methods of analysis in managing discretionary client accounts and providing recommendations to non-discretionary clients. They utilize investment recommendations which may be provided by model portfolio providers. The firm can also combine, for multi-manager and unified managed account strategies, more than one model portfolio. | Portfolio Manager-Equities | 05/01/2026 |
UBS Financial Services, Inc.
 UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services' asset allocations are based on a proprietary methodology. In developing those allocations, the firm considers asset class risk and return results that are based on estimated forward-looking return and risk assumptions, as measured by standard deviation, which are based on UBS proprietary research. The development process includes a review of a variety of factors, including the return, risk, correlations and historical performance of various asset classes, inflation and risk premium. | Corporate Officer/Principal | - |
Training of Peter Klos
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
90
1st degree connections
4
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services' asset allocations are based on a proprietary methodology. In developing those allocations, the firm considers asset class risk and return results that are based on estimated forward-looking return and risk assumptions, as measured by standard deviation, which are based on UBS proprietary research. The development process includes a review of a variety of factors, including the return, risk, correlations and historical performance of various asset classes, inflation and risk premium. | Finance |
Natixis Advisors LLC
Natixis Advisors LLC Investment ManagersFinance Natixis Advisors uses various investment strategies and methods of analysis in managing discretionary client accounts and providing recommendations to non-discretionary clients. They utilize investment recommendations which may be provided by model portfolio providers. The firm can also combine, for multi-manager and unified managed account strategies, more than one model portfolio. | Finance |
Villanova University
 Villanova University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Haas School of Business
 Haas School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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