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Peter Boisi, CFA

Director, Private Strategies - Lazard Family Office Partners

Peter Boisi, CFA, is a finance professional currently serving as the Director of Private Strategies at Lazard Family Office Partners, based in New York City.13 He assumed this role in March 2023 and has been with Lazard for about 2 years.3

Prior to his current position, Boisi worked as an Associate Director at Truvvo Partners from August 2012 to March 2023.32 His professional experience also includes a role as an Investment Associate at Roundtable Investment Partners & Carleon Capital Partners.

Boisi holds the Chartered Financial Analyst (CFA) designation, indicating his expertise in investment analysis and portfolio management.13 His work primarily focuses on private strategies within the family office sector, leveraging his background in investment management and financial planning.3

Throughout his career, Peter Boisi has developed a strong skill set in areas such as investment analysis, portfolio management, and financial planning, which he applies in his current role at Lazard Family Office Partners.

Highlights

Jul 6 · salesflow.io
Peter Boisi, CFA – Director, Private Strategies – Lazard Family Office ...

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Peter Boisi, CFA
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Location

New York, New York, United States