Peyton Vostenak
Associate Investment Research Analyst at RTD Financial Advisors, Inc.
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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| RTD Financial | Associate Investment Research Analyst | Jul 2023 to Present | — |
| SEI | Fund Accountant | May 2022 to Jul 2023 | — |
| UCIMCO | Chief Development Officer | Jan 2021 to May 2022 | — |
| UCIMCO | Equity Research Analyst | Sep 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 Advisors | Investment Strategy Intern | May 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 America | Credit and Collections Intern for Radwell International | Jun 2020 to Jun 2021 | — |
Education
Ursinus College
Bachelor of Arts - BA, Applied Economics
2018 — 2022
Others at RTD Financial Advisors, Inc. (3)
| Name | Role | Location |
|---|---|---|
G Gregory Young | Chief Investment Officer | Philadelphia, PA , United States |
| Associate Investment Research Analyst | Philadelphia, PA , United States | |
| Portfolio Manager | Philadelphia, PA , United States |
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