Drew Peterson, CFA, CIPM®

Role at Appleton
Drew is a corporate credit analyst and municipal bond trader with responsibility for the firm’s performance analysis and GIPS compliance. He works closely with the marketing team on commentary and thought leadership, and assists in portfolio positioning decisions on the Taxable and Crossover fixed income strategies.

Professional Experience
Prior to joining Appleton, Drew was a Performance Manager at Brown Brothers Harriman, overseeing the Performance Measurement & Attribution department. Previously, he was a Lead Analyst in the Performance & Risk Analytics group at BNY Mellon. Drew is a CFA®  charterholder and he also holds the CFA Institute’s Certificate in Investment Performance Measurement (CIPM) designation.

Education
B.A., Middlebury College

Personal Notes
Drew is an avid cyclist and guitarist, and enjoys hiking, cooking, writing music, and reading. Originally from the Northern Berkshires, he currently lives in Somerville, MA, and hopes to one day take the Green Line Extension to work.