Secure your FutureWhen you work with Peloton, you’re hiring experienced managers with a proven track record.
Your Partner in Wealth Management
As a Peloton client, you work directly with our entire team of professionals that execute your unique plan. We don’t outsource investment decisions, so you have direct access to your actual portfolio managers. We provide quick, comprehensive and easy to understand updates and strive to ensure you know how your investments match your needs.
Your Team of Experts
Matt serves as Chief Investment Officer and Chairman of the Investment Committee. He holds a Bachelor of Science in Finance and a Bachelor of Science in Accounting, as well as an MBA in Finance from Indiana University. He joined Peloton in 1997.
Steve is Portfolio Manager, member of the Investment Committee and Principal. He holds a Bachelor of Arts in Business Administration from Taylor University, an MBA in Finance from Loyola University–Chicago, and is a CFA charter holder. He has been with Peloton since 2010.
David serves as Institutional and Private Client Advisor, member of the Investment Committee and Principal. He holds a Bachelor of Arts in Economics from Indiana University, an MBA from the University of Michigan, and is a Certified Investment Management Analyst®. He joined Peloton in 2019.
Marla joined Peloton in 2017 as our Operations Manager. She holds a Bachelor of Arts in Psychology from Indiana University. Marla’s 20-year career focus has been in consulting and client relationship management.
Ken is a member of Peloton’s Board of Directors. He is a former Partner and Principal who began working with Peloton in 2002. He holds a Bachelor of Science in Accounting, an MBA in Finance from Indiana University, and is a CPA. He has more than 30 years of executive leadership experience in the financial services industry.
Solutions that fit your needs.
When you work with Peloton, the process starts with a conversation, not a worksheet. We listen as you tell us about your investment goals and lifestyle objectives. We work to understand your complete financial picture – from risk tolerance to cash flow needs.
Once we understand your unique situation, our team builds a strategy designed to achieve your specific goals.