$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
First Vice President–Wealth Management
Financial Advisor
Peter serves as a Senior Portfolio Manager in the Portfolio Management Program. Prior to joining UBS Peter was a Senior Portfolio Manager at MorganStanley SmithBarney and started his financial services career at Merrill Lynch in 2000. He earned the Certified Portfolio Manager designation from Columbia University and serves on The Board of Directors for The Academy of Certified Portfolio Managers. He is also Chairman of The Continuing Education Committee. Peter resides in Terrace Park with his wife, Lisa, their two children, Dawson and Coady, three rescue dogs and two rescue cats.
Credentials
24 questions for the '24 US election
Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.
The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
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UBS is a leading and truly global wealth manager