Connect with Peter:

As Chief Investment Officer, Peter is responsible for managing the firm’s investment committee, research personnel, and tactical strategies. He specializes in building tailored portfolios for high net worth clients designed to maximize after-tax returns and long-term wealth enhancement.

Peter is a Chartered Financial Analyst and has over a decade of experience in portfolio management/theory, security analysis and economic forecasting. He has previously served in VP roles as a portfolio manager for both one of the nation’s leading banks and multi-family offices.

Peter earned his BA from the University of California Santa Barbara and MBA from San Francisco State University. He lives with his wife, Lindsay, and their two dogs in Northern California and is an avid lover of traveling, good food, and keeping up his skills on the tennis court.

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Video Lesson Library:

Tax & Diversification Strategy
Strategies to reduce concentrated stock positions and further diversify portfolios while mitigating taxes

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Key Pension Consideration
How retirees can evaluate whether it’s best to take their pension or lump sum option

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How well are you managing your wealth?

Check out the two free tools below to help you gauge where you are with your current wealth management plan. Gain invaluable feedback and the opportunity to discuss your results with Peter in a complimentary strategy session.

Wealthalyze simply measures how effectively you’re managing your wealth. In less than 10 minutes, you’ll receive a customized report containing valuable feedback on the current state of your financial affairs.

Portfolio X-Ray measures the strength of your stock portfolio by scoring your top ten stock holdings in three critical categories. You will receive valuable feedback to help you gauge the strength of your investing.