Peter Brown
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Peter Brown

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.

Registered States:
  • CA
  • CT
  • FL
  • IN
  • KY
  • MA
  • ME
  • OH
  • PA
  • RI
  • SC
  • TX
  • UT
  • VA
  • WI

Peter Brown

Credentials

  • Senior Portfolio Manager

Peter Brown

8044 Montgomery Road
Suite 100W
Cincinnati, OH 45236

Email Me

Peter Brown

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.

Registered States:
  • CA
  • CT
  • FL
  • IN
  • KY
  • MA
  • ME
  • OH
  • PA
  • RI
  • SC
  • TX
  • UT
  • VA
  • WI

Credentials

  • Senior Portfolio Manager
8044 Montgomery Road
Suite 100W
Cincinnati, OH 45236
  • (513) 792-2476

Email Me

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