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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.
Senior Vice President–Wealth Management
Peter's lifetime fascination with the markets was inspired by the generations that preceded him. His grandfather was as stockbroker for his entire career and his stepfather was a partner in a wall street firm, F.I. DuPont, which was bought by E.F Hutton. Peter began investing in his early high school years and began his career in financial services at E.F. Hutton. He joined UBS in 2009 and have over 30 years of experience in the financial services industry.
In addition to his experience, Peter's willingness to get to know his clients, help them identify their goals, discuss the risks and rewards inherent in the markets and to create an investment program to help them achieve their goals sets him apart from other advisors. His clients are primarily affluent individuals and small business owners.
Peter is an avid, lifelong hang glider. He has been actively involved in coaching children's ice hockey for 15 years and has run a men's league for 20 years. He is also an active bicyclist, tennis player, golfer and hiker. Peter is a member of the board of a small cranberry growing company which is a member of the Ocean Spray Cranberry cooperative. He and his wife, Amy have a son, Alex who is an avid snowboarder and a daughter, Liza, who plays ice hockey for Utica College. Peter earned a B.A. in Spanish with minors in economics and English Literature from the University of Vermont in Burlington.
Education
Senior Vice President–Wealth Management
Peter's lifetime fascination with the markets was inspired by the generations that preceded him. His grandfather was as stockbroker for his entire career and his stepfather was a partner in a wall street firm, F.I. DuPont, which was bought by E.F Hutton. Peter began investing in his early high school years and began his career in financial services at E.F. Hutton. He joined UBS in 2009 and have over 30 years of experience in the financial services industry.
In addition to his experience, Peter's willingness to get to know his clients, help them identify their goals, discuss the risks and rewards inherent in the markets and to create an investment program to help them achieve their goals sets him apart from other advisors. His clients are primarily affluent individuals and small business owners.
Peter is an avid, lifelong hang glider. He has been actively involved in coaching children's ice hockey for 15 years and has run a men's league for 20 years. He is also an active bicyclist, tennis player, golfer and hiker. Peter is a member of the board of a small cranberry growing company which is a member of the Ocean Spray Cranberry cooperative. He and his wife, Amy have a son, Alex who is an avid snowboarder and a daughter, Liza, who plays ice hockey for Utica College. Peter earned a B.A. in Spanish with minors in economics and English Literature from the University of Vermont in Burlington.
Education
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
24 questions for the '24 US election
Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.
The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
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UBS is a leading and truly global wealth manager
