Peter S. Cowenhoven

Vice President & Chief Investment Officer at Union Savings Bank - Danbury, Connecticut

Peter S. Cowenhoven

Peter S. Cowenhoven

Vice President & Chief Investment Officer at Union Savings Bank - Danbury, Connecticut

Biography

Peter S. Cowenhoven
Vice President and Chief Investment Officer
Peter brings 18 years of experience in institutional and high-net-worth investment management. He is the former Principal and Director of Investments for Montis Financial LLC in Waltham, Mass. Peter has strong quantitative and qualitative analytical skills with direct experience in portfolio management, securities analysis, asset allocation, and traditional and alternative manager research. Prior to joining Montis, Peter was an equity analyst at Wright Investors’ Services and a research assistant at Value Line Publishing. Peter holds an undergraduate degree from Stetson University and a master’s degree from Boston University. In addition, he holds the Series 65 license and is a member of the CFA Institute.

Overview
Career Highlights

Union Savings Bank - Danbury, Connecticut
Marvelle Advisory LLC

RelSci Relationships

125

Relationships
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Chief Executive Officer at Union Savings Bank - Danbury, Connecticut

Relationship likelihood: Strong

Executive Vice President, Chief Financial Officer & Treasurer at Union Savings Bank - Danbury, Connecticut

Relationship likelihood: Strong

Executive Vice President-Chief Marketing Officer at Union Savings Bank - Danbury, Connecticut

Relationship likelihood: Strong

Executive Vice President-Chief Risk & Information Officer at Union Savings Bank - Danbury, Connecticut

Relationship likelihood: Strong

Executive Vice President-Chief Lending Officer at Union Savings Bank - Danbury, Connecticut

Relationship likelihood: Strong

Founder at Montis Financial LLC

Relationship likelihood: Strong

President at Montis Financial LLC

Relationship likelihood: Strong

Executive Vice President-Human Resources & Retail Banking at Union Savings Bank - Danbury, Connecticut

Relationship likelihood: Strong

Executive Vice President & Manager, Wealth Management Team at Union Savings Bank - Danbury, Connecticut

Relationship likelihood: Strong

Vice President & Senior Portfolio Manager at Union Savings Bank - Danbury, Connecticut

Relationship likelihood: Strong

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Peter S. Cowenhoven
Vice President & Chief Investment Officer at Union Savings Bank - Danbury, Connecticut
Career History
Vice President & Chief Investment Officer
Current

Union Savings Bank provides banking services. It offers personal banking, business banking, and investment services. The company was founded in 1866 and is headquartered in Danbury, CT.

Principal
Current

Montis Financial seeks to create a customized asset allocation that integrates the objectives of each client while providing a competitive return. Their investment process engages multiple asset classes in order to reach an optimum balance between reward and risk. The firm combines asset allocation with value investing. The strategy aims to add value in changing economic environments paired with proactive, tactical asset allocation. With a contrarian perspective, the Montis Financial team looks for buying opportunities during market corrections. They will periodically and carefully adjust assets classes and balance holdings to help reduce portfolio risk and manage the underlying fundamentals as established with the client to relate to their priorities and life plans.

President
2013 - Prior
Other Affiliations
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