As a Director at Altair Advisers, Peter serves as a lead adviser for affluent individuals and families to help them reach their overall financial goals and navigate the complexities of wealth.  He works in close collaboration with his clients’ broader team of professional advisers to create customized investment strategies that maximize wealth preservation and tax efficiency while also taking advantage of wealth creation opportunities. With more than 25 years of experience, Peter also provides broad and holistic financial planning advice on a variety of topics including estate, charitable, retirement and tax planning, and exit planning guidance for business owners and entrepreneurs.

Prior to joining Altair, Peter held senior wealth advisory positions at BNY Mellon Wealth Management and Northern Trust.  Peter earned a BS in Finance from the University of Illinois at Urbana-Champaign, an MBA from the Kellogg School of Management at Northwestern University, the Certified Private Wealth Adviser (CPWA) accreditation at the University of Chicago, the Certified Exit Planning Adviser (CEPA) accreditation at the University of Chicago from the Exit Planning Institute, and holds the Series 7 and 63 securities licenses.

Peter is a Naperville, IL, resident and is actively engaged in the community through philanthropic work, including board leadership roles for several Chicago area non-profit organizations including the DuPage Foundation, 360 Youth Services, DuPage Estate Planning Council, Loaves & Fishes, Blessings in a Backpack, Center for Financial Literacy at North Central College, Naperville Citizens Appreciate Public Safety.