Insight-based advice

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.

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Peter S. Humphrey

Senior Vice President–Wealth Management

Senior Portfolio Manager

CA Insurance License #0D33189

Personal & Community: 

  • The Westerly Hospital Foundation / Board of Directors

 

Registered States:
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • ID
  • IN
  • MA
  • ME
  • MS
  • NC
  • NH
  • NY
  • PA
  • RI
  • SC
  • TX
  • UT
  • VT
  • WA

Education

  • B.S. Economics, University of Pennsylvania - Wharton School of Business

Credentials

  • Senior Portfolio Manager
Home Worker FL
Home Worker FL, FL 000
  • (860) 437-2008

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UBS and Credit Suisse—stronger than ever

Managing wealth is our craft

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.

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In invested assets globally 
As of 11/07/2023

51 countries

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