Peter became part of the Sandhill team in 2024 as an Investment Advisor. As a CERTIFIED FINANCIAL PLANNER™ and part of the Advocate Team, Peter is passionate about helping individuals and families achieve their financial goals with confidence and clarity.
Prior to Sandhill, Peter worked as a Senior Portfolio Manager at a large Registered Investment Advisory firm in the Western New York Area. In his role, he was responsible for spearheading the firm’s comprehensive financial planning capabilities alongside portfolio management for direct clients as well as OCIO clients. Peter also has experience working for a global asset management firm in New York City where he was the Product Specialist for two of the firm’s equity strategies. In this role, he partnered with both the Investment Team and the Distribution team to drive success in new business growth and the existing client base.
A graduate of Liberty University, Peter received his Bachelor’s degree in Financial Planning in 2016 before earning his MBA in 2017. During his time at Liberty, Peter earned Academic All-American status while serving as the captain of Liberty’s college hockey team.
Outside of the office, Peter remains active in serving USA Hockey in WNY and has found a new passion for the practice of yoga. Peter currently resides in Amherst with his wife, Jessica, and their golden retriever, Fred.