Peter supports the Wealth Advisors’ work with our clients throughout the entire client relationship. He helps prepare financial planning materials and analyses, and helps answer other personal finance questions, for existing and prospective clients alike.

Peter received his Bachelor’s in Finance from Rutgers University. In addition, he received his Master’s in Personal Financial Planning from Texas Tech University in 2016 and received his Certified Financial Planner™ certification shortly after. Prior to joining Klingman & Associates, Peter worked for another independent RIA that worked closely with high net worth families.

Peter likes to run to keep in shape, but promises he will never do another marathon. He loves basketball and roots for the Brooklyn Nets.