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Pete counsels and advises families and individuals on financial planning, tax planning, and investment management. Pete joined RegentAtlantic in 2019, bringing with him over eight years of experience working with high-net-worth families and individuals. He is a member of the Financial Planning Committee.
Pete graduated from St. Joseph’s University where he earned a Bachelor of Science in Finance. He is a Certified Financial Planner (CFP®), having received the designation from the Fairleigh Dickinson University, NJ. Pete was born and raised in New Jersey, and he and his wife Paige live in Bridgewater. In his free time, Pete enjoys fishing and playing golf.