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Peyton Vostenak

Peyton Vostenak

Associate Investment Research Analyst at RTD Financial Advisors, Inc.

Philadelphia, PA , United States

About

Peyton Vostenak currently serves as an Associate Investment Research Analyst at RTD Financial Advisors, Inc. in Philadelphia, PA. In this capacity, he focuses on conducting investment research and analysis, performing fiduciary monitoring of funds, and assisting with the ongoing management of client investment portfolios. Peyton is particularly engaged in supporting institutional investment management services, including due diligence and allocation decisions for diversified client portfolios across public markets and retirement plan solutions.

Before joining RTD, Peyton was a Private Equity Fund Accountant at SEI Investments, where he was responsible for fund accounting and financial reporting for select private equity funds. He also served as Chief Development Officer at UCIMCO, gaining experience in development and operational oversight within investment management. His career reflects a strong background in fund analysis, accounting, and institutional investment management, supporting his current role's emphasis on fiduciary responsibility and research-driven portfolio construction.

Peyton holds a Bachelor of Arts in Applied Economics with a concentration in Finance & Accounting from Ursinus College. He has earned industry credentials including the AAMS® (Accredited Asset Management Specialist) and AIF® (Accredited Investment Fiduciary) designations, reinforcing his expertise in prudent investment analysis and fiduciary best practices for both individual and institutional clients.

Career History

OrganizationRoleDate RangeDetails
RTD FinancialAssociate Investment Research AnalystJul 2023 to Present
SEIFund AccountantMay 2022 to Jul 2023
UCIMCOChief Development OfficerJan 2021 to May 2022
UCIMCOEquity Research AnalystSep 2019 to Jan 2021
* Screening for undervalued U.S public equities showing rapid growth potential * Understand a company's financial ratios and interpret comparison with competition * Present final selections and portfo...
Legacy AdvisorsInvestment Strategy InternMay 2021 to Aug 2021
* Created workflows to further enhance the efficiency and scalability of the firm. * Performed macroeconomic & financial analysis for the firm using a Bloomberg Terminal. * Automated key macroeconomic...
Radwell International-North AmericaCredit and Collections Intern for Radwell InternationalJun 2020 to Jun 2021

Education

Ursinus College

Bachelor of Arts - BA, Applied Economics

2018 2022

Others at RTD Financial Advisors, Inc. (3)

NameRoleLocation
G
Gregory Young
Chief Investment OfficerPhiladelphia, PA , United States
Aams® Aif®
Aams® Aif®
Associate Investment Research AnalystPhiladelphia, PA , United States
Rutuja Amin
Rutuja Amin
Portfolio ManagerPhiladelphia, PA , United States

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