Peter Newman, CFA directs strategy for the University of Illinois Treasury Operation which comprises the following functions: Investments, Capital Finance, Risk Management, Agricultural Property Services, Cash Management, Merchant Card Services, ID Card Programs, and Tax.
He oversees the $700 million endowment and $2.0 billion operating pool with responsibility for asset allocation, hiring/terminating managers, managing investment staff and consultant relationships, forecasting liquidity needs, and ensuring timely spending distributions. Peter advises University leadership including the CFO, President, and Board of Trustees on debt structure, investment management, insurance programs, financial risk management, and tax issues.
In January, 2014, Peter founded Peak Wealth Planning, LLC to provide conflict-free investment advice. His goal: to help a select group of wealthy individuals and families define their financial goals, preserve wealth, and achieve confidence in their financial future. https://www.peakwealthplanning.com or [email protected]