Peter began his investment advisory career at Charles Schwab as a customer service representative and then as a broker in Indianapolis. He became part of Schwab’s Active Trader specialty team, servicing their most active traders and developing a deep knowledge of options, margin accounts, and trading. Peter then transitioned to an Associate Financial Consultant role at the branch level in Illinois before joining Sheaff Brock.
After three years with Sheaff Brock, he was recruited to pursue an opportunity with JPMorgan Chase as a Private Client Advisor. After eight months with Chase, Peter decided the grass is not always greener on the other side and we welcomed him back to Sheaff Brock in his current role of Vice President, Business Development.
Peter earned his degree in Public Relations with a marketing minor from University of Dayton. It was during a bartending stint that he developed a love of craft beers and Irish whiskey.
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