Sr. Vice President-Investments | Financial Consultant
Peter is a Senior Vice President and Financial Consultant known for his thorough research and analysis proficiency. He is a Registered Representative and an Investment Advisor Representative, as well as being a licensed insurance professional. His areas of expertise are strategic and tactical portfolio design, alternative investments, and reviewing, structuring, managing, and monitoring defined contribution/defined benefit retirement plans. Over the past decade, Peter has taken the skill set he developed while working at an academic research department and has applied it to the various areas of the financial industry. He has exercised these attributes while working with individual and institutional clients.
Peter provides guidance to his clients as well as colleagues at the firm regarding appropriate investment selection, asset allocation and portfolio composition, integration of alternative investments, manager review, correlation and volatility measurements, portfolio monitoring and rebalancing.
Peter also regularly provides fiduciary guidance to corporate principals and investment committees. Through a disciplined due diligence process, he is able to uncover deficiencies and provide objective and comprehensive advice regarding plan design, investment selection/monitoring, and participant education.