Peter is a member of Archetype Wealth Partners’ Investment Committee and is the Portfolio Manager for Archetype’s ESG portfolios.
He has been a Certified Financial Planner since 1989 and a Certified Portfolio Manager since 2010. Peter obtained his bachelor’s degree in Economics and his MBA in Finance from Seton Hall University. Peter enjoys working with business owners and corporate executives seeking advice on asset allocation, retirement and estate planning. He is a published author on the topic of sustainable investing, a growing discipline which aims to help investors align their portfolios with their values. Peter and his wife Trisha are both ordained ministers and are still very active in the church they founded in 1999, King of Kings Worship Center, in Basking Ridge, NJ.
Quote by Suze Orman.
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