Peter has significant expertise in working with institutional and ultra-high net worth investors in the active oversight of their assets. Peter’s primary responsibilities at Bank of America Merrill Lynch include providing customized investment solutions and comprehensive wealth plans to institutional investors.
Peter’s nearly 40 years of investment experience and his ability to communicate complex global economic and market issues through written analysis and lectures helps lead the firm’s efforts to expand its client base. Peter is a frequent speaker at industry conferences on issues that impact non-profit investing, and national and local accounting and insurance firms often utilize Peter to communicate and educate their clients on the economic and market environment.
Peter was recognized by Barron’s as one of the nation’s Top Institutional Advisors in their inaugural ranking in 2015 and again in subsequent years including 2023. Peter has also been ranked on Barron’s 2012-2023 list of the Top 1,200 Financial Advisors. Peter earned a Bachelor of Arts degree from the University of Dayton and Peter holds the Financial Industry Regulatory Authority (FINRA) Series 7, 63, and 65 licenses and is a member of the Association of Professional Investment Consultants.
Peter is an active community volunteer and has held board and advisory positions on several foundations and endowments, with an emphasis on education and children’s health. He currently serves on the President’s Council of Catholic Charities of the Archdiocese of Washington. Peter and his wife Amy reside in Potomac, Maryland where Peter is very active with his four children’s’ extracurricular sports activities.
