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 finan