Peter is the Chief Investment Officer for Seven Valleys LLC, a single-family office. He was hired in early 2015 to form and build the family office with the objective of diversifying the family’s wealth away from commercial real estate and emerging markets.

As CIO, he is focused on generating superior, long-term risk-adjusted returns through a thoughtful combination of direct investments in public and private securities and allocations to external managers. He develops, communicates, and executes a customized asset allocation strategy, shorter-term tactical investments, and portfolio level risk management.

Before joining Seven Valleys in 2015, Peter was the CIO of CGWM, an independent RIA, and prior to that, he was a Senior Vice President and Investment Counselor at The Capital Group. From 1999 to 2007, Peter was a portfolio manager and senior executive at two large top performing registered investment advisors. In the 1990s, Peter held senior positions at Bankers Trust in Hong Kong and New York. While in BT’s Corporate Development Group, he executed several significant financial services transactions, including the BT’s acquisition of Alex. Brown & Sons and sale of the firm to Deutsche Bank. He began his career in financial management at American Express.

Peter earned an MBA from Columbia Business School, a BA from Duke University and holds the Chartered Financial Analyst (CFA®) designation. He lives in Bedford, New York with his wife and three young sons.