Peter A. Fiorita

Peter is a seasoned wealth advisor and provides personalized advice and financial planning to clients centered around cash flow, retirement, estate, gifting, and tax planning. He partners closely with Tamra Stern JD, CFP®, Melissa Gibson, and Natalie McMahon CFP® in providing such solutions to our client base.  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.

Prior to Main Street Research, Peter worked with UBS Private Wealth Management delivering insightful guidance to high-net-worth families, corporate executives, and business owners for managing their complex wealth across generations.  Peter also worked with UBS Investment Bank, leading onboarding efforts for top-tier institutions and family offices.

Peter is a CERTIFIED FINANCIAL PLANNER™ certificant, which is considered one of the most widely recognized credentials within the financial industry.  He holds his Accredited Wealth Management Advisor AWMA® designation and recently completed Columbia University’s Private Wealth Executive Education program.  Peter graduated with honors from the University of Connecticut with a B.S. in Finance.  

Peter grew up in Stamford, CT, and is active in his community as a local member of the Juvenile Review Board.  Outside of helping families optimize their wealth, Peter is passionate about basketball, the outdoors, traveling, Transcendental Meditation, and spending time with his family.