As a co-founder of The Atlantic Group, Peter serves as the lead strategist and senior relationship manager for the team’s private wealth management and corporate services efforts. With more than 30 years of experience in financial advisory, Peter began his career at Morgan Stanley Dean Witter in New York. Most recently he spent over ten years at BB&T Scott & Stringfellow, now Truist. In March of 2015, Peter was selected as one of Financial Times’ Top 400 Financial Advisors in the Nation.* He earned his bachelor’s degree from Franklin & Marshall College and his master’s degree in economics from George Washington University. He is an avid watersport enthusiast – including boating, jet skiing, surfing, paddleboarding, and waterskiing. He also serves on the investment committee of the Trustbridge/Hospice Foundation of Palm Beach County.
*For more information about the selection criteria for each award, please consult the sponsor’s website. Rankings, ratings and recognitions should not be construed as an endorsement of the advisor, are not representative nor indicative of any one client’s experience, are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results or client service.