Peter J. Hess, Jr., Cima®
About Peter J. Hess, Jr., Cima®
Peter J. Hess, Jr. is a Senior Vice President at Lazard Asset Management, where he has worked since 2022. He has over 30 years of experience in the investment industry, holding various senior roles at firms such as Nuveen and Dreyfus.
Work at Lazard Asset Management
Peter J. Hess, Jr. serves as Senior Vice President at Lazard Asset Management. He has held this position since 2022, contributing to the firm's operations in Avon, Ohio. In this role, he focuses on asset management and client relations, leveraging his extensive experience in the financial services industry.
Previous Experience in Financial Services
Prior to joining Lazard Asset Management, Hess held several significant positions in the financial services sector. He worked at Nuveen in various roles, including Senior Vice President, Advisor Consultant, and Managing Director, from 2016 to 2020. His tenure at Dreyfus spanned over a decade, where he served as Senior Vice President and Regional Vice President, among other roles. He also worked at Cantor Fitzgerald as Regional Sales Director from 2021 to 2022.
Education and Professional Designations
Hess studied at Lafayette College, where he gained foundational knowledge for his career in finance. He holds the Certified Investment Management Analyst (CIMA) designation from the Investments & Wealth Institute through the Wharton School of Business. Additionally, he possesses an Ohio Resident Agent Insurance License and is professionally licensed with FINRA Series 7, 24, 31, 63, and 65 registrations.
Expertise in Investment Products
With over 30 years of experience in the financial industry, Hess specializes in raising assets and aligning client needs with various investment products. His expertise encompasses mutual funds, closed-end funds, ETFs, UITs, SMAs, annuities, DCIO, and alternative investments. He has a proven track record of developing new client relationships and enhancing existing ones.
Career Development and Progression
Hess's career began in 1992 at Dreyfus, where he held multiple roles, including Marketing Support Representative and Client Administrator. Over the years, he progressed to senior leadership positions, demonstrating his ability to establish firm brands and expand market presence across different regions, including Northern Ohio, Western Pennsylvania, and Kentucky.