Peter has been part of the CJM team since 2006. In his role as Managing Director, he specializes in wealth management, asset protection, succession planning, and tax minimization strategies for affluent individuals and closely-held businesses.
Q: Do you have any Awards, Honors or Credentials?
A: I have earned recognition’s such as “Long Island Business News Ones to Watch in Banking and Finance,” and hold my bachelor of science degree from Pace University.
Q: What about your role at CJM do you enjoy the most?
A: I enjoy advising our family of clients and providing them with out-of-the-box thought leadership and solutions. In addition, I truly enjoy making introductions that can lead to opportunities for many of our clients through our vast network.
Q: What are some of your hobbies?
A: Spending time with my family. Watching and playing sports, especially soccer and golf, as well as cooking up a five-star meal.
Q: What would you do if you won the lottery?
A: Make a difference in this world by not only donating it but putting it to use directly impacting those in need.
Q: What’s your favorite book and why?
A: I have so many favorites, but one that stands out is, “Think and Grow Rich,” by Napoleon Hill, because it is timeless.
Q: What’s your favorite quote?
A: “It is not the strongest species that survive, nor the most intelligent, but the ones most responsive to change.” – Charles Darwin