Associate Director, Client Success
Peter joined Nucleus Advisors in September 2019 and supports our team through client service engagement, account operations and money movement. He also assists the team with client reporting and analysis and is a member of the Nucleus’ Investment Committee.
After graduating from Loyola University Maryland with a B.B.A. in Finance, Peter spent two years at Cantor Fitzgerald as an Operations Analyst, where he played a key role in implementing a streamlined operational workflow. Prior to that, he held various internships in the wealth management industry, where he developed a strong interest in financial planning. He has earned both his Series 7 and 66 licenses, and is currently studying for his CFP certification.
Peter is a network-oriented NexGen leader and it shows in how he has made career and educational choices and in the way he collaborates with others.
Being network-oriented is important to Nucleus because we know that addressing developments in the market, for example digital assets, often requires a shifting of strategy. This kind of tension may call for a dramatic shift in team processes and competencies. In such cases, Peter’s ability to break down functional and channel barriers stands out, which is why Peter serves on both our client team and the investment team.
In his role, Peter’s ability to work with others to organize around value-creating, client-centric processes shines greatly. We believe his skill is a by-product of Peter’s great sense of direction—one of the five key characteristics that helps define Nucleus’ culture.
Peter is an avid traveler and adventurer, and enjoys exploring new places and hobbies in his free time. He is passionate about making a difference in the lives around him, and aspires to continue this passion through volunteer work and advising.