Peter RomanPeter RomanSenior Client Associate
About Peter
Peter Roman is a Senior Client Associate at J.P. Morgan Wealth Management.
As a member of The GC Group, Peter provides operational and compliance support. His responsibilities include account opening and maintenance, asset movement, equity trading, and syndicate transactions.
Peter graduated from Marymount Manhattan College with a B.F.A. in Acting. With 26 years of experience in financial services, he began his career in 1998 at Paine Webber/UBS as an Intern. Peter then moved to Morgan Stanley, Deutsche Bank, and Alex Brown.Raymond James, where he served in a similar capacity.
In his free time he is father to Ava and Peter T, and volunteers for the Nassau Pops playing string bass.
Investing
The new frontier: 3 themes driving alternatives in 2026
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Markets and Economy
Debunking the “Sell America” trade: Why Europe’s move could fall short
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Cybersecurity
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Wealth Planning
New 529 Plan Rules For 2026: Key Changes Under the One Big Beautiful Bill Act
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Retirement
Making the transition to retirement
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Family Legacy
Family governance: A new way for adult siblings to connect
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Retirement
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Wealth Planning
How you may benefit from tax-loss harvesting
January 16, 2026Thoughtful management of your gains and losses may help cut your year-end tax bill. Here’s how.Read Now
Markets and Economy
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January 16, 2026The U.S. seems to be taking steps to assert its power. We discuss what this could mean for markets.Read NowInvesting
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Debunking the “Sell America” trade: Why Europe’s move could fall short
January 23, 2026Despite policy uncertainty, the United States remains a high-conviction investment opportunity.Read NowCybersecurity
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January 23, 2026New year, new emerging cybersecurity threats. These tips will help keep your digital presence under lock.Read NowWealth Planning
New 529 Plan Rules For 2026: Key Changes Under the One Big Beautiful Bill Act
January 21, 2026The One Big Beautiful Bill Act has expanded the way 529 plans can be utilized, transforming them from traditional college savings plans into more versatile financial planning tools that cover a wide range of educational expenses.Read NowRetirement
Making the transition to retirement
January 21, 2026You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read NowFamily Legacy
Family governance: A new way for adult siblings to connect
January 21, 2026Siblings may understandably grow apart over time. However, the quality of their relationships as adults can demonstrably impact the family’s ability to maintain its wealth.Read NowRetirement
Should I convert to a Roth IRA?
January 20, 2026Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read NowWealth Planning
How you may benefit from tax-loss harvesting
January 16, 2026Thoughtful management of your gains and losses may help cut your year-end tax bill. Here’s how.Read NowMarkets and Economy