Peter has been in New York City serving in the financial, insurance and accounting industry since 1980. He specializes in providing financial guidance to high-net-worth families and their businesses. Peter takes pride in his all-encompassing and personal approach to wealth management, becoming an extension of each client’s family for any and all financial related matters.
Peter graduated from Baruch City University of New York with a Bachelor of Business Administration.
Peter holds the following licenses and certifications: Certified Public Accountant. Series 7, Series 6, SIE, Series 66 held with LPL Financial. Life & Health Insurance License
In his spare time, Peter enjoys spending time with his wife, three children and four grandchildren.