Email Me
$3.9 trillion
In invested assets globally
As of 12/31/2022
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
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
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
