Peter is a Principal based in the Silicon Valley office. He provides investment management and financial planning advice to individual and institutional clients. In this role, Peter stewards his clients toward their financial goals by creating customized solutions that meet each client’s specific parameters.
Before joining Cerity Partners, Peter served as a Director, Wealth Management at B|O|S and as a member of the Financial Planning Team, developing long-term wealth planning strategies for affluent clients. Prior to joining B|O|S, he worked in the Financial Institutions Group at Chubb Group of Insurance Companies, analyzing professional liability risk for banks, insurance companies, and all types of asset management firms. Additionally, he analyzed professional liability risk for publicly traded corporate clients at American International Group.
Peter earned his Bachelor of Arts in Economics from the University of California, Berkeley. He holds the Chartered Financial Analyst (CFA) designation and is a member of both the CFA Institute and the CFA Society of San Francisco.
Get the latest insights and analysis from our investment team delivered right to your inbox.