Peter Bohlen
Financial Advisor
Education:
BA, Comparative Literature/French, Washington University in St. Louis
Responsibilities:
Peter works with the advisory team at SFE, supporting client relationships, portfolio implementation, and investment planning. His responsibilities include investment research, client communications, and helping clients with day-to-day account needs.
About Peter:
Peter joined SFE in March 2025. Prior to joining the firm, he worked in television production, where he developed strong organizational and communication skills. Peter values clear thinking, careful preparation, and straightforward communication. Outside of work, he enjoys cooking and playing tennis.