Dedicated to delivering personalized and comprehensive solutions to clients.
As Assistant Vice President, Trade Operations Specialist, Peter performs portfolio and investment management activities including daily market research, trading, asset allocation, and position reconciliation. Additionally, he serves as a resource during advisor client meetings reviewing portfolio methodology and construction.
Experience
- Experienced in building sustainable investment portfolios and extensive quity trading
- Joined the financial services industry in 2005
- Holds his Series 65 license
- Bachelor of Arts in English and Communication Arts from the University of Wisconsin-Madison
Certain advisors are employees of Johnson Bank and Johnson Wealth, Inc. Additional information about Johnson Wealth, Inc. and its advisors is available on the SEC’s website at www.adviserinfo.sec.gov. Johnson Financial Group and its affiliates do not provide legal or tax advice. Please consult your own professional advisors.
Ask Me About
- Investments
Community Involvement
- Current family chair of NAMI Walks
- Past board member of NAMI Fox valley
- Race volunteer with the Fox Cities Marathon
- Active member of the Appleton Community