Peter has more than 40 years of experience in the financial services industry. He spent the first half of his career with Morgan Stanley in treasury management; his roles included European Treasury based in London and Treasurer of Morgan Stanley Trust Company. Through this experience, he has become well-versed in balance sheet management, cash management, hedging and insurable risks. When meeting with clients, he believes listening to their concerns and aspirations is just as important as offering financial planning solutions. Peter is an avid fan and alumni of the Villanova soccer team, and is passionate about giving back to the organization. He also is a season ticket holder of the Villanova basketball team. Peter splits his time between Berkeley Heights, NJ and Hilton Head, SC where he enjoys golfing.
- MBA, Fairleigh Dickinson University
- BS, Villanova University
- CERTIFIED FINANCIAL PLANNER™ Professional
- Five Star Wealth Manager (2013-2020)1
The Kaye Financial Advisory team is located in our Warren, NJ office.
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1Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2013, 2014, 2015, 2016, 2017, 2018, 2019 or 2020 FIVE STAR Wealth Managers.
Advisory services offered through Wealth Enhancement Advisory Services, LLC, a registered investment advisor and affiliate of Wealth Enhancement Group®. Wealth Enhancement Group is a registered trademark of Wealth Enhancement Group, LLC. Warren, NJ office advisors are not affiliated with LPL Financial.