About Peter

Peter Roman is a Senior Client Associate at J.P. Morgan Wealth Management.

As a member of The GGC 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.

Business Planning

Business succession planning: Building an effective team

June 3, 2025The first step to a successful business succession plan is building an effective team of professionals. Here are some things to consider.Read Now
Markets

The next chapter: Diving deeper into the tariff saga

May 30, 2025Tariffs are becoming just one of the many things driving markets. How might investors respond?Read Now
Investing

Where to invest cash to boost its yield

May 30, 2025Cash is essential to cover immediate expenses and emergencies, but yours may not be reaching its full potential. Learn how to make the most of your cash holdings.Read Now