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 Rosenthal

Senior Vice President–Wealth Management

I entered the investment business in 1982 and over the past 30 years I have helped clients manage their wealth throughout good times and bad. I joined UBS in 2011 after 24 years at Morgan Stanley Smith Barney. My professional life is rooted in, flows from, and revolves around a deep-seated desire to provide clients with the best individualized advice I can offer in an ongoing endeavor to preserve capital, grow assets, and expertly administer their personal or corporate investment portfolios.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • LA
  • MA
  • MD
  • ME
  • MI
  • NC
  • NH
  • NJ
  • NV
  • NY
  • OH
  • PA
  • PR
  • RI
  • SC
  • TX
  • UT
  • VA
  • VT
  • WY

  • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

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

Education

  • MBA in Finance, Adelphi University
  • BS in Accounting, Business Minor, Bentley University

Credentials

  • CERTIFIED FINANCIAL PLANNER™
One Jericho Plaza
Jericho, NY 11753
  • (516) 745-8813

Email Me

The Year Ahead - Sustainable Investing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

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.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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