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Peter Keilman
Senior Portfolio Manager at Private Capital Management, LLC
About
Peter Keilman, CFA®, CFP®, is a Senior Portfolio Manager at Private Capital Management, LLC based in Westminster, Colorado. In this capacity, he is responsible for constructing and managing client investment portfolios, overseeing asset allocation, and guiding clients on comprehensive wealth management strategies. His role also includes delivering personalized portfolio solutions to high-net-worth individuals and institutional clients.
Keilman’s specific investment focus is on public equities and fixed income securities across a diverse range of sectors, reflecting the broad advisory approach of Private Capital Management. He brings over 20 years of investment experience to the firm, having previously held positions at The Leaders Group and other financial services firms, where he honed his expertise in portfolio construction and wealth advisory.
He holds the Chartered Financial Analyst (CFA®) and Certified Financial Planner (CFP®) designations, underscoring his deep knowledge and professional commitment to the investment management industry. Keilman has earned recognition for his disciplined investment process and ability to tailor strategies that align clients’ financial objectives with appropriate asset classes, contributing significantly to the firm’s reputation for comprehensive, goals-based investment management.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Private Capital Management, LLC | Senior Portfolio Manager | Sep 2024 to Present | I partner with our advisors and financial planners by providing portfolio management and trading to support our client's financial goals. |
| Private Capital Management, LLC | Portfolio Manager (Wealth Management and Trading) | Oct 2020 to Sep 2024 | — |
| BOK Financial Private Wealth, Inc. (formerly The Milestone Group) | Portfolio Manager III (Wealth Management and Trading) | Nov 2016 to Oct 2020 | BOF Financial Private Wealth, Inc, a subsidiary of BOK Financial Corporation, offers Wealth Planning and Investment Management to high-net-worth individuals seeking personalized service. https://www.b... |
| Townsend Retirement Planning and Wealth Management | Financial Planner | Jan 2013 to Jan 2016 | Financial planning for a retirement planning and investment management firm. Gathered information from clients to conduct financial plan analysis and research investment options for use during annual ... |
| Janus Capital Group | Intermediary Fund Distribution (Sales Support Associate) | Jan 2010 to Jan 2013 | Supported mutual fund sales. Cultivated relationships with current and prospective clients and financial advisors. Served clients in New York and Pennsylvania, conducting portfolio analysis, due dilig... |
| Janus Capital Group | Investment Accountant | Jan 2007 to Jan 2010 | Analyzed and calculated investment fund details for a broad portfolio of mutual funds. Collaborated cross-functionally with internal clients to identify and resolve issues with counterparties or repor... |
| Janus Capital Group | Senior Investment Specialist | Jan 2000 to Jan 2007 | Provided investment guidance, advising individual clients. Ensured recommendations were suitable for each client’s risk tolerance and time horizon. Fostered relationships with clients. Improved intern... |
Education
University of Denver - Daniels College of Business
Master of Science, Finance
Western Illinois University
B.S, Law Enforcement
Skills & Expertise
Others at Private Capital Management, LLC (9)
| Name | Role | Location |
|---|---|---|
E Eric Weissman | VP | Miami Beach, FL , United States |
 | Managing Principal | Denver, CO , United States |
 | Senior Vice President | Denver, CO , United States |
J Justin Apt | President | Denver, CO , United States |
T Thomas Meade | President | Denver, CO , United States |
A Awma Samuel Ogbonna | Vice President | Dallas, TX , United States |
M Michael Packer | VP | Midland, MI , United States |
S Samuel Ogbonna | Vice President - Financial Advisor | Dallas, TX , United States |
T Thomas Short | Managing Director | London, United Kingdom |
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B Blaine Ferguson | Partner | Cwa Asset Management Group, LLC | Naples, FL , United States |
B Brian Cook | Partner | Cwa Asset Management Group, LLC | Nashville, TN , United States |
 | Portfolio Manager | Moran Wealth Management, LLC | Naples, FL , United States |
 | Investment Analyst | Moran Wealth Management, LLC | Naples, FL , United States |
