Peter has more than 25 years of experience helping individuals, families and businesses identify and reach their wealth management goals. Peter spent the first 15 years of his career managing investment portfolios for clients at local and regional banks. In 2007, Peter joined RBC Wealth Management in order to provide more customized solutions for his clients. Joining RBC also allowed Peter to begin building a team of colleagues who share his client-first philosophy.
Peter received a bachelor’s degree in political science and history from Bucknell University in 1993. He passed the Series 7 and 66 exams, and holds New York State life, accident and health licenses.
A lifelong resident of the Capital Region, Peter lives in Halfmoon, New York, with his wife, Kimberly, and two children. Peter treasures time spent with his family, and he also enjoys golf in the summer and skiing in the winter. Peter has served on numerous boards and committees throughout the area. Most recently, he served on the board and finance committee of SUNY Schenectady Foundation and Sunnyview Hospital Foundation. He was president of the Sunnyview Hospital Foundation Board from 2013–2016. He is also past president of the Estate Planning Council of Eastern New York.
