With over 25 years of experience in wealth management, Peter is responsible for building a custom wealth plan for each client. He begins with a detailed review of their current asset allocation, fees and performance, which culminates in a tailored strategy that realizes their goals and values. With experience in estate planning and facilitating family meetings, his presence among our firm is appreciated by all who work with him.

After graduating from Yale University and the University of Connecticut School of Law, Peter practiced law in New York City and Connecticut for 12 years. His law practice led him into the wealth management field, where he represented trust companies and other financial institutions. He then served as Co-Founder and President of Sachem Trust, located in Greenwich, CT and later as President of State Street Bank and Trust Company of CT. For 14 years, he served as Senior Wealth Director at BNY Mellon in New York City.

Peter’s passion is working directly with individuals and families to reach their personal and financial goals. He offers his clients deep experience in all facets of wealth management: financial and estate planning, investments and insurance, family dynamics and wealth transfer. To this technical expertise, he adds the ability to see the big picture and to integrate all the components into a cohesive plan. To both clients and other advisors, Peter is known as optimistic, an excellent listener and extremely responsive.

Education and Professional Distinctions:

BA, Yale University (Cum Laude)
JD, University of Connecticut School of Law (With Honors)
Trust and Estate Practitioner Designation (Society of Trust and Estate Practitioners)
#1 Client Advisor in BNY Mellon’s Wealth Management Group for 8 years
Selected to BNY Mellon Wealth Management’s Platinum Circle (Top 10 Client Advisors nationwide) for all 6 years of its existence
Selected 3 times for BNY Mellon’s Chairman’s Council (Top 50 Advisors worldwide)
Past President, New York City Estate Planning Council
Community Service:

Member, Professional Advisory Committee – Metropolitan Museum of Art
Member, Planned Giving Advisory Council – Museum of Modern Art
Board Chairman – Arts Horizons
Board Chairman – Interfaith Housing Corporation
Board Member – Long Wharf Theater
Member — Board of Finance (Guilford, CT)
Various Church Leadership Positions
Hockey and Soccer Coach
Personal:

Married, with 4 children.
When he isn’t spending time with his family, Peter enjoys running, swimming, biking, hiking, golf, gardening, reading, crossword puzzles and mysteries.
Peter lives in New York City and Avon, CT.