Experience

Peter partners with Janney’s Financial Advisors to assist in fully assessing their clients’ needs, identifying a range of potential strategies, and coordinating solutions to ensure we are providing exceptional advice and service to Janney’s clients with significant wealth.

Peter, who joined Janney in 2015, has over 20 years of industry experience. Prior to joining Janney, Peter held various roles specializing in wealth management, portfolio construction, manager search and selection and alternative investments for HNW clients at UBS Financial Services, in NY, and at Deutsche Bank Alex Brown in San Francisco, CA; and was previously with BlackRock in NY, FL, and CA, representing their separately managed accounts, mutual funds and closed-end funds.

Peter holds FINRA Series 6, 7, and 63 licenses and is a Certified Investment Management Analyst (CIMA®) through the Investments & Wealth Institute and the Wharton School of Business. He earned a B.S. degree from Fairfield University in Fairfield, CT.

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