Peter RomanPeter RomanClient Associate
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.
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Investing
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Outlook
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Retirement
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Wealth Planning
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Fraud
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Markets
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October 17, 2024In this edition of Eye on the Market, Michael Cembalest, Chairman of Market and Investment Strategy for J.P. Morgan Asset and Wealth Management, explains what China’s equity rebounds might mean for participants’ returns.Read NowRetirement
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October 16, 2024The SECURE Act 2.0 includes provisions that update several rules around retirement. Keep reading to learn about the new rules.Read NowWealth Planning
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October 15, 2024The end of the year, also called Giving Season, is a big driver of charitable donations in the U.S. This practice dates back many years and comes with notable financial benefits.Read NowFraud
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October 14, 2024Elderly & vulnerable persons are a prime target for cybercriminals and scammers. Have a conversation about how they can protect themselves today.Read NowMarkets