Sign in
KP

Kenneth Peters

Portfolio Manager at Blueprint Investment Partners LLC

Greensboro, NC , United States

About

Kenneth Peters is a Portfolio Manager at Blueprint Investment Partners, a systematic asset management firm based in Greensboro, NC. In his current role, he contributes to the firm's process-driven investment strategies designed primarily for financial advisors and institutions, focusing on a rules-based approach to asset allocation and risk management. His expertise centers on multi-asset and global portfolio construction, leveraging quantitative models to navigate various market environments.

Prior to joining Blueprint Investment Partners in 2021, Kenneth served as Market Research Manager at Bell Partners Inc, where he was responsible for market and economic analysis, and earlier as Portfolio Manager at Stearns Financial Group. Across these positions, he has developed significant experience in portfolio management, investment strategy, and market research, especially in asset classes spanning equities, fixed income, and liquid alternatives.

Kenneth holds an MA in Religion from Vanderbilt University and a BA in Religion from North Carolina State University. He is a Chartered Alternative Investment Analyst (CAIA), adding an advanced understanding of alternative investments to his profile. His notable contributions include enhancing the systematic, risk-managed investing approach at Blueprint and broadening the firm's asset management capabilities for institutional and advisory clients.

Career History

OrganizationRoleDate RangeDetails
Blueprint Investment PartnersPortfolio ManagerMar 2021 to Present
Bell Partners IncMarket Research ManagerJan 2020 to Feb 2021
Versatile market research professional experienced in identifying market trends and thematic opportunities by leveraging market research and internal data to monitor market conditions. Skilled in writ...
Stearns Financial GroupPortfolio ManagerJan 2019 to Jan 2020
A respected, collaborative member of the Investment Committee responsible for monitoring model portfolios and discretionary trading of portfolios primarily through Schwab and TD Ameritrade. Collabora...
Stearns Financial GroupPortfolio Management AssociateDec 2013 to Dec 2018
Presented exceptional ability to lead portfolio management system conversion project from PortfolioCenter to BlackDiamond, which required conversion of over 15 years of data. Implemented and maintaine...
Allbackoffice Consulting, LLCTechnology ConsultantJul 2012 to Nov 2013
Hands-on technology consultant, responsible for daily reconciliation and maintenance of financial data in PortfolioCenter for thirteen investment firms. Provided resolution information and worked with...
Schwab Performance TechnologiesClient Services Associate and Portfolio Analyst IDec 2010 to Jul 2012
Highly motivated portfolio analyst with a proven record of daily reconciliation and maintenance of financial data in PortfolioCenter for seven to twelve investment firms. Worked closely with partners ...
Implus Footcare, LLCAssistant Warehouse CoordinatorMay 2009 to Dec 2010
Responsible for making sure all domestic orders were processed complete and in a timely manner. Created research reports for the Distribution Center Manager, processed intra-warehouse transfers, and ...

Education

Vanderbilt University

MA, Religion

2006 2009

North Carolina State University

BA, Religion

2001 2005

Skills & Expertise

Business Intelligence (BI)
Investment Management
Alternative Investments
Market Research
Programming
Real Estate
Financial Markets
Microsoft Office
BlackDiamond
PortfolioCenter
Microsoft Power BI
Microsoft Excel
Microsoft PowerPoint
Wealth Management
Mutual Funds
Equities
Asset Allocation
Equity Research
Options

Similar Fund Managers

NameRoleFundLocation
Jacob Collinsworth
Jacob Collinsworth
Head Equity TraderSmith, Salley & AssociatesUnited States
Nadi Tadros
Nadi Tadros
Portfolio Manager, Equity AnalystSmith, Salley & AssociatesUnited States
Joseph McCaffrey
Joseph McCaffrey
Chief Investment OfficerSalem Investment Counselors Inc.Chapel Hill, NC , United States
Meagan McDonald
Meagan McDonald
Portfolio AnalystSalem Investment Counselors Inc.Raleigh, NC , United States