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$5+ trillion
In invested assets globally
As of 11/07/2023
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
We’re committed to understanding what wealth means for you.
At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.
$5+ trillion
In invested assets globally
As of 11/07/2023
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
