Professionally

Peter received his B.S from Northwestern University’s School of Communication, double majoring in Economics and Theater. Prior to joining Francis Financial, Peter conducted research and analyzed data for a nonprofit dedicated to providing paid, mentored internships and career-readiness workshops to under-served high school students. Peter has completed his Certified Financial Planner™ (CFP®), Certified Divorce Financial Analyst® (CDFA®), and Certified Investment Management Analyst (CIMA®) designations. Peter is a member of the firm’s investment committee and plays a key role in researching and reviewing our portfolio holdings and investment philosophy.

Personally

Peter enjoys spending time biking around the city, playing board games and basketball, and attending games cheering on the New York Giants, New York Knicks, and New York Yankees. Peter also loves performing on stage and on screen and has been acting since he was 5 years old. His claim to fame is his appearance in Law and Order: SVU.

Purpose

My biggest inspiration is my mother, as she showed me what it looks like to take control of your financial future. For as long as I can remember, she was diligently making savvy financial decisions, even without a financial background. Her efforts proved how smart money choices could help improve someone's short and long-term future. Seeing the payoff of her efforts influenced me to learn how to make better financial decisions for myself and drove me to help our clients improve their financial futures.