Peter became a financial advisor in 1991. He is known for rigorously applying proactive wealth management strategies to the portfolios of his individual investors—with a focus on wealth preservation, risk management, and a strict adherence to research and market trends. Prior to joining MONECO, Peter was a partner at Connecticut Financial Group and worked for Smith Barney and A.G. Edwards. He has earned the Accredited Investment Fiduciary® (AIF®) designation through The Center for Fiduciary Studies™. This AIF® designation signifies a specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care. The application of