Smart Advice Client Focus
Peter is responsible for advising and overseeing the construction, management, and monitoring of investments for high net worth individuals, families, retirement plans, and not for profit clients at Halsey Associates. Additionally, he is involved with investment research and new business initiatives at Halsey.
Peter joined Halsey Associates in 2019, after more than eight years as Senior Vice President and Senior Portfolio Manager for Northern Trust.
Peter received his bachelor’s degree from St. Lawrence University and holds a Master of Business Administration degree in Finance and Investments from the Leeds School of Business at the University of Colorado at Boulder.
Peter is active in his community and serves as Vice Chairman of the golf commission for the town of Fairfield.
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Weston Financial and Halsey Associates are subsidiaries of The Washington Trust Company.
Not FDIC Insured | No Bank Guarantee | May Lose Value | Not a Deposit | Not Insured by any Federal Government Agency