Thurs. March 26th, 2026. 7:30pm EST
Best practices and questions answered. Register now!
Peter is a Private Wealth Advisor; he partners with clients to create tailored wealth management strategies which include the right mix of investment management, trust and estate services, and private banking to meet their unique needs and preferences. He has worked in the banking and financial services industry since 2011. Peter lives in Marin County, and serves clients in Northern California. He enjoys biking, skiing and traveling with family and friends.
Presented by Psi Upsilon’s Schoepflin Society
