Dr. Peter Jankovskis, PhD, CFA®

Peter has more than 25 years of experience in the financial industry as a researcher, strategist, and portfolio manager.  As a portfolio manager at Arbor, Peter performs quantitative analysis on current and prospective portfolios.

Peter is a CFA® charter holder.  He earned his PhD in Economics as well as dual Bachelors of Science degrees in Computer Science and Pure Mathematics from the University of California, Santa Barbara.

Before joining Arbor, Peter was a Founding Member of institutional money manager OakBrook Investments and worked there for 22 years serving in a variety of roles including portfolio manager, Director of Research, and co-Chief Investment Officer.  Prior to forming OakBrook, Peter worked at ANB Investment Management & Trust Company as a strategist, portfolio manager, and Head of Research.

Peter has lived in Lisle, Illinois since 1997.  Outside of work he enjoys sports car racing and is an active member of the Autobahn Country Club in Joliet, Illinois and the Sports Car Club America (SCCA).

Titles, Degrees and Certifications

Vice President, Research & Analysis
Portfolio Manager
Wealth Manager

• University of California, Santa Barbara, PhD Economics, 9/1988 – 6/1992

CFA®charter holder

Certifications: CFA
The Chartered Financial Analyst (CFA®) and Certification Mark (collectively, the “CFA marks”) are
professional certification marks granted in the United States and internationally by the CFA Institute.
The Chartered Financial Analyst® (CFA®) charter is a globally respected, graduate-level investment
credential established in 1962 and awarded by CFA Institute — the largest global association of
investment professionals.
There are currently more than 150,000 CFA charter holders working in more than 140 countries. To
earn the CFA charter, candidates must: 1) pass three sequential, six-hour examinations; 2) have at
least four years of qualified professional investment experience; 3) join CFA Institute as members; and
4) commit to abide by, and annually reaffirm, their adherence to the CFA Institute Code of Ethics and
Standards of Professional Conduct.
High Ethical Standards
The CFA Institute Code of Ethics and Standards of Professional Conduct, enforced through an active
professional conduct program, require CFA charter holders to:
• Place their clients’ interests ahead of their own;
• Maintain independence and objectivity;
• Act with integrity;
• Maintain and improve their professional competence; and
• Disclose conflicts of interest and legal matters.

Global Recognition
Passing the three CFA exams is a difficult feat that requires extensive study (successful candidates
report spending an average of 300 hours of study per level). Earning the CFA charter demonstrates
mastery of many of the advanced skills needed for investment analysis and decision making in today’s
quickly evolving global financial industry. As a result, employers and clients are increasingly seeking
CFA charter holders—often making the charter a prerequisite for employment.
Additionally, regulatory bodies in over 30 countries and territories recognize the CFA charter as a
proxy for meeting certain licensing requirements, and more than 125 colleges and universities around
the world have incorporated a majority of the CFA Program curriculum into their own finance courses.

Comprehensive and Current Knowledge
The CFA Program curriculum provides a comprehensive framework of knowledge for investment
decision making and is firmly grounded in the knowledge and skills used every day in the investment
profession. The three levels of the CFA Program test a proficiency with a wide range of fundamental
and advanced investment topics, including ethical and professional standards, fixed-income and equity
analysis, alternative and derivative investments, economics, financial reporting standards, portfolio
management, and wealth planning.
The CFA Program curriculum is updated every year by experts from around the world to ensure that
candidates learn the most relevant and practical new tools, ideas, and investment and wealth
management skills to reflect the dynamic and complex nature of the profession. To learn more about
the CFA charter, visit www.cfainstitute.org.