As a seasoned wealth advisor, Peter provides comprehensive and personalized wealth planning solutions to high-net-worth families, corporate executives, and business owners. His philosophy of managing wealth starts with creating a roadmap that is deeply rooted in understanding each families’ goals, values, priorities, and concerns. Peter works closely with the entire financial planning team offering cash flow, retirement, estate, gifting, and tax planning advice for our clients. In addition, Peter’s experience in investment planning makes him a valuable member of the firm’s Investment Policy Committee offering firm-wide as well as client-specific investment recommendations.
Peter is a CERTIFIED FINANCIAL PLANNER™ certificant and holds his Accredited Wealth Management Advisor AWMA® designation. He also completed Columbia University’s Private Wealth Executive Education program and graduated with honors from the University of Connecticut with a B.S. in Finance. Before joining, MSR, Peter worked with UBS Private Wealth Management providing holistic planning and investment guidance to HNW individuals and families across generations. Peter also worked with UBS Investment Bank, leading onboarding efforts for top-tier institutions and family offices.
Peter is a Connecticut native and is passionate about all things basketball especially NBA sneaker collectibles. He appreciates the outdoors and traveling as well as spending time with his family. Peter is based at our office in Greenwich, CT.