Peter Kim, CFA®Vice President, Boca Raton - Grace & LeTourneau
Peter Kim, Boca Raton - Grace & LeTourneau, is responsible for providing the underlying technical knowledge and explanation for portfolio construction and investment strategy implementation at the Boca Raton office of Goldman Sachs Personal Financial Management, within the Consumer and Wealth Management Division of Goldman Sachs. He focuses on identifying individual investors’ specific needs while bringing an institutional management mindset to their investment portfolios.
Peter has extensive experience in investment management from assisting a broad client base. As a member of the Investment Management team at what is now Goldman Sachs Personal Financial Management, he supported advisors in designing and implementing investment portfolios to meet client needs. Peter also served as Relationship Manager for institutional and investment-focused clients and created client correspondence for quarterly market updates and changes to local investment models. Previously, he served progressively in the roles of Financial Analyst, Executive Financial Analyst and Director of Operations at First Senior Financial Group, an insurance firm focused on principal protection and estate creation.
Peter is a Chartered Financial Analyst® (CFA®) who earned his Bachelor’s degree in Economics from Bucknell University.
United Capital Financial Advisers, LLC d/b/a Goldman Sachs Personal Financial Management (“GS PFM”), is a registered investment adviser and an affiliate of Goldman Sachs & Co. LLC and subsidiary of The Goldman Sachs Group, Inc., a worldwide, full-service investment banking, broker-dealer, asset management, and financial services organization. GS PFM does not provide legal, tax, or accounting advice. Clients should obtain their own independent legal, tax, or accounting advice based on their particular circumstances.