Client Advisory


Peter is a Partner in the San Francisco office.

Prior to joining Cerity Partners, Peter was President & CEO and a Portfolio Manager at Ashfield Capital Partners. He joined that firm in 1994 and also served on its Board of Managers. Peter previously served as Vice President and Portfolio Manager at Harris Bretall Sullivan & Smith, Inc. and held the position of Vice President and Portfolio Manager at Loomis, Sayles & Co., overseeing both institutional and taxable accounts. Prior to that, he worked for Webster Management, Inc. as Portfolio Manager. Peter began his career in 1970 at Wells Fargo Bank as Assistant Trust Officer.


  • Bachelor’s degree from the University of Oregon


  • President of the board at CityBridge Laguna Honda
  • Founding member of the Board of Trustees of the San Francisco Day School

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