Background and experience
Originally from Philadelphia, Pennsylvania, Peter began his career attending and graduating from Chase Manhattan Bank’s prestigious Management Development program, where he held positions in credit risk management, marketing, and private bank lending.
Peter later moved his business to the Merrill Lynch Miami office where he led the Foley Group, a six person team that primarily advised business owner clients on traditional asset management, wealth transfer techniques, corporate leverage structures and retirement planning. The Miami office was named Merrill Lynch’s top office after Peter assumed the role of Producing Branch Manager.
In 2005 he was asked to attend and ultimately passed Merrill Lynch’s legendary Assessment Center for Leadership where he earned a full time leadership position as the Associate Director of the Midwest Private Bank and Investment Group in Chicago. Recognizing Peter’s talents, he was quickly promoted to Complex Director for the Northern Florida Market of Merrill Lynch and then to the Boca Tropics Complex where he was consistently one of the top directors in the firm and number one in 2011.
In 2013 Peter transitioned to UBS to run the Florida East Complex, which was comprised of 153 advisors with over $150 million in revenue and nearly $20 billion dollars in assets where he was, once again, one of the top directors in the firm.
After coaching and developing some of Florida’s top financial advisors, Peter felt compelled to again help clients work towards their financial goals. To that end, Peter partnered with Jim Mahoney and created Focus Wealth Management. Peter’s current role on the team includes financial planning, operational efficiencies and team management oversight, as well as coordination of lending and client advisors. Having run a significant business, his operational experience is a valued addition to their entrepreneurial clients.
Outside of UBS
Peter and his wife Andrea have two children, Peter III and Audrey. He gives back to the community through involvement that includes past board membership and Campaign Chair for the United Way, The Red Cross, The Community Health Center of Palm Beach and The Atlantic Chamber Orchestra. Although Peter’s most fulfilling hobby is supporting his two children in their efforts to remain nationally ranked sailors, he also finds time to pursue his personal passions of golf, fishing, diving and boating.
Registered States:
AL, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, KS, KY, MA, MD, ME, MI, MN, MT, NC, NE, NJ, NM, NV, NY, OH, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI