Peter joined Freestone’s Client Advisor team in 2003. Peter works closely with clients to identify goals, develop plans and navigate investment solutions to ensure financial success. Prior to joining the firm, he served as Vice President at Merrill Lynch providing comprehensive wealth management services to affluent families and advising company profit sharing plans. Peter began his career as an officer in U.S. Bank’s trust department, where he managed personal and corporate trust relationships throughout the PNW region.
Peter earned a BA in Business Administration, Finance from the University of Washington. He holds the Chartered Financial Analyst (CFA®) and Certified Financial Planner (CFP®) designations.
Peter is a member of the Seattle Society of Financial Analysts and has served on several non-profit boards in the Seattle community. Outside the office, he raises money for charities through his cycling foundation and frequents Sun Valley, ID where he actively enjoys outdoor pursuits with his family.
701 Fifth Avenue, 74th Floor
Seattle, Washington 98104
Subscribe to our newsletter.
Sign up to receive our latest news sent to your inbox.