About Peter

Peter Roman is a 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.

Retirement

3 ways to stay active while in retirement

April 16, 2024Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read Now
Wealth Planning

Four mistakes with life insurance you don’t need (or want) to make

April 16, 2024Purchasing life insurance can feel overwhelming, but following these guidelines can make this important decision on your family’s future well-being more straightforward.Read Now
Outlook

Quick Shot: Geopolitical unrest: Assessing market implications

April 16, 2024As tensions in the Middle East escalated this weekend, what does that mean for the economic and market landscape?Read Now