Peter brings 26 years of experience to MONECO Advisors, LLC. 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 this knowledge is critical to working with ERISA retirement plans, foundations, endowments and trusts. Additionally, Peter holds several registrations including Series 07, 24, 31 and 63 with LPL Financial, and Series 65 with MONECO Advisors.
Peter lives in Fairfield, Connecticut with his wife Tracy and two children, Jack and Lexi. In his free time, he enjoys walking his dogs and is an avid woodworker. He also serves as an adult leader in Boy Scout Troop 82 and is a Vestry member and the Treasurer of St. Paul's Episcopal Church in Fairfield.