Peter Goetz

Senior Portfolio Manager

Since 2016, Peter Goetz has been working in Vine Street Capital Management based 1216, 1216. This expert is an experienced Senior Portfolio Manager with over 30 years of work experience. According to Peter's resume and work profile, the professional has worked at more than six places with numerous backgrounds and gained various skills. Peter attended school at the University of Southern California - Marshall School of Business from 1990 to 1992. Peter has professional certification in Chartered Financial Analyst. Peter Goetz can be found in San Francisco, California – where this person is currently located. You can search for Peter Goetz's email address and number. We can also provide you detailed contact information upon request.
Name variants:
Petr Goetz, Pete Goetz, Petie Goetz, Petey Goetz
Last updated Jun 12, 2024

Contact Information

Last Update
Jul 6, 2022
Location
San Francisco, CA

Workplace

Senior Portfolio Manager

Larkspur, CA

Work History

Senior Portfolio Manager

Mill Valley, CA
Vine Street Capital Management, LLC, a registered investment advisory firm in Corte Madera, California. Vine Street manages investments in separate accounts for families and institutions.
from 2016

Founder

Managing a tactical option buy-write strategy providing superior risk-adjusted returns.
2014 — 2016

Director and Senior Portfolio Manager

Member of Large-cap Growth team. Managed all cap core equity fund incorporating option overlay strategies to enhance alpha generation.
1999 — 2014

Portfolio Manager

Oakland, CA
Managed all-cap core portfolios, working as a member of the firm's investment committee and managing the firm's concentrated equity strategy.
1996 — 1999

Vice President and Senior Portfolio Manager

100 north Tryon St, Charlotte, NC 28202
As a portfolio manager for high-net worth individuals and endowments, helped clients develop long-term investment strategies for wealth creation, principal preservation and generational weal...
1987 — 1996

Trust Administrator

1986 — 1987

Occupations

Financial Broker
Portfolio Manager
Executive
Founder
Investment Analyst
Financial Analyst
Founding Member
Chief Executive

Skills

Asset Allocation
Equities
Options
Futures Trading
Economics
Capital Markets
Asset Management
Investments
Presentations
Investment Management
Portfolio Management
Mutual Funds
Wealth Management

FAQs about Peter Goetz

What's the main profession of Peter Goetz?

This professional's job is Senior Portfolio Manager

What are the main profession of Peter?

These person's professions are Financial Broker and Portfolio Manager

Where is Peter Goetz currently located?

Peter Goetz is currently located in San Francisco, California.

How many companies did Peter Goetz work at?

The professional worked at six jobs.

Where has Peter Goetz studied?

Peter studied at the University of Southern California - Marshall School of Business from 1990 to 1992.

What are the certifications of Peter Goetz?

Peter Goetz received the following certifications: Chartered Financial Analyst.

Are there any industries Peter Goetz works in?

This person works in Investment Management industry.

Are there any special skills Peter Goetz has?

This professional has skills in the following areas: Asset Allocation, Equities, Options, Futures Trading, Economics, Capital Markets, Asset Management, Investments, Presentations, and Investment Management.
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