Peter Isern

Peter Isern is an accomplished financial professional with extensive experience in wealth management. Currently serving as the Senior Vice President and Wealth Manager at Insigneo since April 2022, Peter previously held the role of Vice President in Wealth Management at UBS from May 2006 to May 2022. Prior to that, Peter worked as a Financial Advisor at Morgan Stanley and as a Financial Consultant at Merrill Lynch. The career began as a Financial Advisor at Wells Fargo Advisors. Educational achievements include a Certificate in Personal Financial Planning from the University of Miami, a BA in Economics from the University of Miami, and an AA in Business from Miami Dade College. Additionally, Peter attended Archbishop Curley High School and Belen Jesuit.