Peter brings over 25 years of investment experience to every PROA client. He is experienced at applying proactive wealth management strategies to the portfolios of individual investors—with a focus on wealth preservation, risk management and strict adherence to research and market trends.
As the principal since 1993, Peter oversees all operations as well as the individual portfolio construction of every client. High-net-worth individuals and families appreciate his hands-on, client-education approach.
Peter attended Baruch College and earned his Master of Science degree from the City College of the City University of New York. His broad-based experience includes leadership positions at David Lerner Associates, A.G. Edwards and Robert Thomas Securities. A father of three, Peter resides with his wife in Westport, CT. He enjoys music, reading, sailing and his children and granddaughters.