Peter O'Neill

Peter O'Neill, CFP®, is a Partner and Wealth Advisor at Corient, where they are responsible for guiding clients in estate planning, tax planning, cash flow analysis, and investment strategies. Prior to this role, Peter served as a Vice President Wealth Strategist at Beacon Trust from 2014 to 2019 and held the position of Financial Analyst at AMG National Trust Bank from 2011 to 2014. They graduated with a B.S. in Finance from Saint Joseph's University in 2012 and earned the Certified Financial Planner designation from Fairleigh Dickinson University, NJ.