As director of investments, Peter specializes in portfolio performance analysis, securities analysis and cost basis data analysis. He manages the relationships between our firm and outside mutual fund representatives, as well as fulfilling a variety of other marketing and operational responsibilities. He holds Series 7, 24 and 66 securities licenses.
His goal reflects that of our team – to be the advocate for all aspects of our clients’ financial lives and help them confidently pursue their goals. This includes cultivating trusting relationships, building an understanding of each client’s individual situation, and keeping them informed about the markets and the economy’s impact on investments.
Before joining our team, Peter was an investment analyst at Alliance Wealth Management and a portfolio analyst with Filbrandt Investment Advisers in Middleton, Wisconsin. He earned a bachelor’s degree in economics from the University of Wisconsin–Milwaukee.
Originally from Madison, Peter lives in Milwaukee’s historic Third Ward. In his free time, he enjoys traveling, golfing and spending time with family and friends. He is also an avid baseball fan.