Nicholas M. Peters is a Private Advisor, Vice President in Rockefeller Global Family Office. Nick provides comprehensive financial advice and services to ultra-high net worth families. Within each relationship, Nick works with family members to navigate a variety of financial matters, providing investment advice, tax planning, charitable planning, estate planning, insurance/risk management and cash flow management. He also has experience preparing individual, trust and entity income tax returns.
Prior to joining Rockefeller, Nick was a financial planner at Ayco, a Goldman Sachs Company. Nick spent 6 years at Ayco working within its Family Office and Wealth Strategies Group. Within this role, he worked with ultra-high net worth clients as a financial planner.
Nick holds a Bachelor of Science degree in Marketing and Management from Siena College and a Master’s Degree in Business Administration from Union Graduate College. Nick holds his FINRA Series 7 and 66 licenses.