Peter offers insights that result in unique and comprehensive strategies for his clients as well as the clients of the firm. This guidance, the true mission of Sherpa Financial, is the vision of Peter's in assisting clients in all phases of their financial lives by combining a team of investment and insurance professionals with over 200 combined years of experience.
Peter holds a BA from Brooklyn College of the City University of New York and has spent most of his 30+ year business career in the investment management industry overseeing research, capital markets trading, and separate account management. He has been an active member in the Wilmington, DE community since 1987 serving as a board member for a number of civic, school and religious organizations including the Hockessin Montessori School, Ramsey Ridge Service Corporation and St. Mary of the Assumption parish.
Peter and his wife Gerry truly enjoy the community that provides the surroundings of their love for outdoor activities. They have three children who are following in their father's footsteps; Ross, a Financial Analyst; Kara an Investment Banking Associate; and PJ, an Eagle Scout and Economics major at Franklin and Marshall College.