Connect with Peter:

As Chief Investment Officer, Peter oversees the firm’s investment committee, research personnel, and tactical strategies. With his deep well of experience, he is just as adept at delving into fine details with individual clients as he is concepting and implementing innovative high level strategy across the firm.

In addition to being the architect for SWP’s overall investment strategy and directing SWP’s West Coast offices, Peter manages a nationwide roster of SWP’s largest clients. He is particularly skilled at building tailored portfolios for high net worth individuals to maximize after-tax returns and long-term wealth enhancement. In short: Peter thrives on removing the stress of financial planning from his clients’ lives while designing sophisticated, optimized investment strategies.

As a Chartered Financial Analyst (CFA®), the highest level of professional recognition in the financial industry, Peter has over a decade of experience in portfolio management/theory, security analysis, and economic forecasting. He has also served in VP roles as a portfolio manager for one of the nation’s leading banks and multi-family offices.

Peter earned his BA in history from the University of California Santa Barbara and his MBA in finance from San Francisco State University. When he’s not in the office, Peter can be found traveling, appreciating global cuisines, or honing his skills on the tennis court.

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Schedule a 30-Min Virtual Meeting with Peter

Download Ultimate Guide to Retirement Income:

Utlimate Guide to Retirement IncomeThe foundation of any solid retirement is income. Peter shares tangible steps to maximize that income in today’s low interest rate world in this comprehensive guide.

Download Free Copy

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.

The Retirement
Spend 2 mins. to determine the odds of outliving your assets in retirement. Take advantage of our interactive retirement calculator by answering a 14 question financial profile.

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.