Peter joined HB Wealth in June 2025 as an Advisory Associate. He and his team work with their clients to help them achieve their financial goals through cash flow management, investing, and planning.
Before joining HB, Peter spent the summer of 2024 with WMS Partners as an Advisory Intern, helping out the investment and advisory teams with their day-to-day work. The summer before that, in 2023, he was an Investments Intern at White Oaks Wealth Advisors, where he worked closely with a portfolio manager and got hands-on experience with investment reporting and interacting with fund managers.
Peter earned his Bachelor of Science degree in Mathematical Economics from Bucknell University, where he was captain of the Men’s Cross Country and Track & Field programs.