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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
It's never been more important to access resources and opportunities where you are, but also globally as well. As our client, you are supported by the powerful platforms and solutions of one of the world's leading wealth managers. You can be confident that we provide you with perspective that reaches across continents.
Financial Advisor
Peter holds a BS in Accounting from Manhattan College, a JD from the University of Notre Dame and a MBA from NYU. Prior to becoming a financial advisor, Peter practiced corporate and securities law for over 20 years. He was with law firms in New York and Washington, DC and was a General Counsel of a public company for over 13 years. He and his wife Jan have 3 children (Thomas, Mathilda and Paul) and reside on Mercer Island, WA. Peter coached youth baseball on Mercer Island for 11 years. He is very active in the community. He is the past President of the Notre Dame Club of Greater Seattle and was on the boards of the Mercer Island Baseball Booster Club, Mercer Island Little League and Mercer Island Select Baseball. He was a member of the Mercer Island Rotary Club for over 10 years. He is on the board of the Notre Dame Alumni Association. Peter likes to run. He is an avid fan of all Notre Dame sports teams and a huge New York Yankees fan.
Education
Credentials
Financial Advisor
Peter holds a BS in Accounting from Manhattan College, a JD from the University of Notre Dame and a MBA from NYU. Prior to becoming a financial advisor, Peter practiced corporate and securities law for over 20 years. He was with law firms in New York and Washington, DC and was a General Counsel of a public company for over 13 years. He and his wife Jan have 3 children (Thomas, Mathilda and Paul) and reside on Mercer Island, WA. Peter coached youth baseball on Mercer Island for 11 years. He is very active in the community. He is the past President of the Notre Dame Club of Greater Seattle and was on the boards of the Mercer Island Baseball Booster Club, Mercer Island Little League and Mercer Island Select Baseball. He was a member of the Mercer Island Rotary Club for over 10 years. He is on the board of the Notre Dame Alumni Association. Peter likes to run. He is an avid fan of all Notre Dame sports teams and a huge New York Yankees fan.
Education
Credentials
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
