Peter Kim

Peter Kim, CFA, is the Chief Investment Officer at Brandywine Oak Private Wealth, based in Philadelphia, PA, where he oversees portfolio strategy, investment management, and due diligence for private wealth clients. He leads the investment team in designing and supervising multi-asset portfolios, incorporating public equities, fixed income, alternative investments, and digital assets, with a strong focus on advanced solutions for ultra-high net worth families and institutions.

Peter has over fifteen years of experience in investment management, including previous roles as Vice President at Goldman Sachs, where he specialized in investment oversight and advanced planning for family offices and institutional clients. At Brandywine Oak, he transitioned from Director of Investments to CIO, further developing the firm’s expertise in portfolio construction and risk management.

He holds a BA in Economics from Bucknell University and the Chartered Financial Analyst (CFA) designation. Peter frequently contributes to industry discussions on alternatives and emerging asset classes such as private credit and digital assets, and is recognized for his leadership in multi-asset portfolio strategy and investment due diligence.