Peter earned a B.S. degree in Business Administration/Marketing from the University of Illinois at Champaign-Urbana. Peter assists corporate executives, entrepreneurs, generational families, retirees, corporations, foundations, endowments, and organizations by delivering client-centric solutions based on investment objectives, risk tolerance, liquidity needs and time horizon. Peter also partners with and utilizes various specialists within Merrill and Bank of America. By leveraging the robust resources of Merrill and the consumer and commercial banking strength of Bank of America, Peter helps clients access a wide array of essential services:
- Cash Management
- Lending
- Investments
- Wealth Structuring
- Global Markets Research and Trading
- Alternative Investments
- Corporate Executive Services
- Concentrated Stock Management
- Retirement and Pension Plans
- Trust and Estate Planning
- Institutional Consulting
Peter lives in Wilmette, and he enjoys golf, fly fishing, boating and shooting. *Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.
As your Merrill advisor, I take the time to understand what's important to you so I can provide personalized investment strategies built around your priorities, risk tolerance, time horizon, liquidity needs and goals. Thoughtful advice and guidance is provided to help you achieve your goals, including those related to your preferred lifestyle and desire to secure a legacy that can last beyond your lifetime.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
