Peter discovered a love for finance from a young age. His father instilled in him the importance of saving and investing “early and often”, which got him interested in learning how the market works and studying companies. When he realized he also had a passion for helping people, he needed a way to put the two things together—and that’s how he found his way to wealth management.
Peter joined Sand Hill as a Senior Associate, providing client support across our wealth management and financial planning services with a focus on high net-worth individuals and families. After proving his value to both our clients and our team, Peter transitioned to a new role as Portfolio Associate, tasked with overseeing all of our institutional clients. A lifelong lover of research, he is adept at trading, rebalancing client accounts, and discovering new investment ideas. He was drawn to Sand Hill because we really care about our clients and always prioritize their needs. Peter continues to pursue professional development and accreditation to help him hone both his analytical side and his talent for helping people.
When he’s not busy looking for new portfolio opportunities, Peter loves to spend time with his friends and family. A San José native, he’s an active outdoorsman who enjoys skiing, swimming, running, and biking around the South Bay, and traveling whenever he can. When he does take a vacation, he prefers to go anywhere that’s warm and sunny with nice beaches.