Prior to joining RBC in 2020, Peter was affiliated with Morgan Stanley since 2005. Previously he served his clients at A.G. Edwards and the Heitner Corporation for 11 years. Peter passed his Series 6, 7, 31, 63 and 65 exams and is a member of the National Futures Association. By focusing on his clients’ objectives, with the use of private equity and other alternative investments, Peter provides advanced institutional risk analysis for the organizations and ultra-high-net-worth families for whom he consults. Many of the families he advises include their children and parents for an all-encompassing multigenerational relationship to include their closely held businesses. There is a Chinese proverb that says “wealth cannot survive three generations,” and Peter uses skills and resources to help fend off this natural tendency.
Peter spends most of his free time with his four beautiful daughters; Lilly, Maizy, Amelia and Charlotte. They join Peter in some of his hobbies including sailing, traveling, golf, philanthropy and flying. He has had much less success garnering their interests with woodworking and working on the house. Peter has enjoyed over 20 years of matrimony with his life partner, Kelly.
Peter really enjoys St. Louis life; he grew up in Glendale and currently lives in Webster Groves. He attended St. Louis University High School and earned his Bachelor of Science degree in finance from St. Louis University. Peter personally funded his education at both schools, as well as ancillary expenses, toiling as a laborer. He serves on the alumni board at SLUH and has served as a financial educator for Youth in Need. He supports In His Hands Orphanage through the sponsorship of a child, Samuel, in Haiti. Peter currently serves as a board member of the Greater St. Louis Business Aviation Association Educational Foundation and Angel Flight Central. Peter is an instrument rated private pilot with a complex aircraft endorsement.