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.

Wealth Planning

Retirement and estate planning for unmarried couples

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Wealth Planning

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Wealth Planning

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