Peter VenetosPeter Venetos, CFA®Vice PresidentWealth Advisor
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About Peter
Peter Venetos is a Wealth Advisor with J.P. Morgan Wealth Management. As a member of the Venetos Group, he delivers comprehensive guidance that helps high-net-worth individuals and families to grow, preserve and transfer their wealth.
Peter takes a collaborative approach to support clients through the challenges of today's market environment. He is especially proficient in risk assessment, goals-based investing, strategic planning and client service. Peter taps the award-winning research team1and professional resources at J.P. Morgan to care for a full range of personalized and long-term objectives, including lending, credit, retirement and philanthropy. Introduced to financial concepts at a young age, he believes strongly in educating the next generation about money and the principles of investing.
With 10 years of industry experience, Peter began his career at Bessemer Trust as a Client Account Manager supporting ultra-high-net-worth individuals on all elements of their financial lives. Most recently, he was a Vice President at Partners Group, a Switzerland-based private markets investment management firm, where he focused on investor relations for high-net-worth clients and institutions. He joined J.P. Morgan in 2020 for the opportunity to draw from his global perspective, values and shared point of view to help build-out the Venetos Group into a multi-generational practice.
Carrying on in the family tradition, Peter is a graduate of Cornell University, where he earned a B.A. in Economics with a concentration in Italian. He holds the Chartered Financial Analyst® designation, which enhances his understanding of security research and portfolio management. Active in the professional community, Peter is a member of the CFA Society of New York.
Peter has volunteered with Sponsors for Educational Opportunity (SEO), Student Diplomacy Corps, BioBus, The Lenox Hill Neighborhood House and The Jackie Robinson Foundation. He is a former member of the investment committee for Partners Group Impact (Verein), an employee-led foundation.
Originally from Connecticut, Peter lives in New York City with his fiancée, Jay. For fun, he enjoys cooking, art, skiing, playing golf, music and attending concerts.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
J.P. Morgan ranked #1 as the All-America Research Team, Institutional Investor, 2018.
Insights
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November 21, 2024A family LLC or partnership could be the core of an estate plan, especially for complicated and valuable assets.Read NowCustodial accounts
November 21, 2024When saving money for children, be careful to steer clear of unintended outcomes.Read NowA loving gift: The ethical will
November 19, 2024While a legal will or a trust is generally drafted by a lawyer, an ethical will is something that you prepare or write yourself and is not a legal document.Read NowWhat will you do if you suddenly become rich?
November 19, 2024Substantial cash inflows can be disruptive if you do not create a plan to receive and manage the money.Read NowOutlook 2025: Building on Strength | Key Takeaways
November 18, 2024Easing global monetary policy and increasing capital investment have the potential to drive growth in 2025. Read more here.Read NowWe need to talk: Communicating your estate plan with your family
November 18, 2024Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read NowYour house may be spying on you. Save yourself.
November 15, 2024All the smart devices embedded in our homes can put us at risk. Discover how to secure your IoT devices, and what you can do to protect yourself.Read Now