Peter Nunley, CFA

Director of Asset Management

(813) 341-0960 ext 207

Peter Nunley serves as Director of Asset Management for Independent Financial Partners (IFP), where he plays an important role in investment research, portfolio oversight, and advisor support.

As a member of the IFP Investment Advisory Committee, Peter helps support the firm’s investment management efforts through detailed market analysis, due diligence, and ongoing portfolio surveillance across multiple custodial platforms.

Research-Driven Investment Oversight

Peter’s responsibilities include:

• Conducting Investment Due Diligence

• Assisting Advisors with Investment-Related Strategies

• Portfolio Surveillance & Monitoring

• Forecasting Market Returns Using Economic Regression Analysis

• Supporting Custodial Oversight Across:

• Pershing

• Charles Schwab

• Fidelity Investments

• TD Ameritrade

His analytical background and data-driven approach help provide advisors and clients with thoughtful investment insights and disciplined portfolio oversight.

Industry Experience

Peter began his financial services career in 2009 with Goldman Sachs in the Investment Banking Operations division in New York City.

He later served as a Business Analyst within Citigroup’s global custody business in Tampa, Florida, further expanding his experience in financial operations, investment infrastructure, and institutional support.

Education & Professional Credentials

Peter earned:

• MBA from University of Florida – Hough Graduate School of Business

• BBA in Finance & Operations Management from University of Massachusetts Amherst – Isenberg School of Management

• Graduated Summa Cum Laude

He also holds:

• Chartered Financial Analyst® (CFA) designation

• Series 65 Registration

Important Disclosure

Peter Nunley is an employee of Independent Financial Partners (IFP) and is not affiliated with Wealth Advisors Who Care, LLC.