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About
Peter Osborne is a Partner at MONECO Advisors in Fairfield, CT, where he also serves as Director of Investment Management and Financial Advisor. With over 30 years of experience in financial services, Peter is responsible for overseeing the firm’s investment strategies, sector analysis, and comprehensive financial planning for a diverse client base.
Peter specializes in developing dynamic investment strategies that highlight sector themes and evolving market trends. His advisory work covers a range of asset classes, with a particular emphasis on equities, fixed income, and multi-asset portfolios, aligning portfolio construction to clients’ distinct needs.
He holds a degree from the University of Rhode Island and is recognized for his expertise in wealth management and investment planning. Throughout his tenure, Peter has made significant contributions to client-centric financial planning, helping clients navigate complex investment landscapes while emphasizing fiduciary standards and innovative investment approaches.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| MONECO Advisors | Partner | Jun 2017 to Present | — |
| MONECO Advisors | Director of Investment Management and Financial Advisor | Feb 2022 to Present | — |
| MONECO Advisors | Moneco Advisors, LLC | Oct 2017 to Present | — |
| Moneco Advisors, LLC | MONECO Advisors, LLC | Oct 2017 to Present | — |
| Connecticut Financial Group, LLC | Managing Partner | May 2003 to Oct 2017 | — |
| A.G. Edwards & Sons, Inc. | Financial Consultant | Jun 1994 to May 2003 | — |
| Smith Barney | Financial Consultant | Aug 1992 to Jun 1994 | — |
Education
University of Rhode Island
1987 — 1991
Others at Moneco Advisors, LLC (5)
| Name | Role | Location |
|---|---|---|
 | Partner | Harrison, NY , United States |
 | Managing Partner | New Canaan, CT , United States |
 | Partner | Fairfield, CT , United States |
 | Partner | Fairfield, CT , United States |
R Rudolf Weiss | Partner | Norwalk, CT , United States |
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| Name | Role | Fund | Location |
|---|---|---|---|
 | Senior Portfolio Manager | YHB Investment Advisors, Inc. | West Hartford, CT , United States |
 | Chief Investment Officer | YHB Investment Advisors, Inc. | West Hartford, CT , United States |
 | Portfolio Manager and Research Analyst | Bradley Foster & Sargent Inc/ct | Portland, ME , United States |
 | Trader | Bradley Foster & Sargent Inc/ct | Hartford, CT , United States |
 | Principal | Relyea Zuckerberg Hanson LLC | Stamford, CT , United States |
