BIO
Peter is a freelance writer and investment professional with 17 years of combined experience on the buy-side and sell-side.
Before he began writing full-time, Peter spent seven years at Slocum, Gordon & Co. LLP, a Newport, Rhode Island-based RIA where he was a partner and served as lead research analyst, portfolio manager and financial planner. Prior to his investment advisory experience, he honed his financial writing and analysis chops as a senior equity research analyst at Cowen and Co. (now TD Cowen) in New York, where he covered the energy sector. Earlier in his career, Peter held several positions at Bernstein Wealth Management and Bloomberg, LP. His multifaceted career in the investment industry has given him an ability to communicate effectively on a wide range of financial topics to a variety of audiences.
Peter is a CFA charterholder and a former CERTIFIED FINANCIAL PLANNER®. He has a B.A. in Economics from Amherst College and was captain of the school’s squash team. Peter is also an avid tennis player, certified yoga instructor, and electronic musician. He currently lives in Rhode Island with his wife, three children, and Cavalier King Charles Spaniel.