Peter VenetosPeter Venetos, CFA®Vice PresidentWealth Advisor
LinkedInAbout Peter
Peter Venetos is a Wealth Advisor with J.P. Morgan Wealth Management. As a member of the Venetos Group, he delivers comprehensive guidance that helps high-net-worth individuals and families to grow, preserve and transfer their wealth.
Peter takes a collaborative approach to support clients through the challenges of today's market environment. He is especially proficient in risk assessment, goals-based investing, strategic planning and client service. Peter taps the award-winning research team1and professional resources at J.P. Morgan to care for a full range of personalized and long-term objectives, including lending, credit, retirement and philanthropy. Introduced to financial concepts at a young age, he believes strongly in educating the next generation about money and the principles of investing.
With 10 years of industry experience, Peter began his career at Bessemer Trust as a Client Account Manager supporting ultra-high-net-worth individuals on all elements of their financial lives. Most recently, he was a Vice President at Partners Group, a Switzerland-based private markets investment management firm, where he focused on investor relations for high-net-worth clients and institutions. He joined J.P. Morgan in 2020 for the opportunity to draw from his global perspective, values and shared point of view to help build-out the Venetos Group into a multi-generational practice.
Carrying on in the family tradition, Peter is a graduate of Cornell University, where he earned a B.A. in Economics with a concentration in Italian. He holds the Chartered Financial Analyst® designation, which enhances his understanding of security research and portfolio management. Active in the professional community, Peter is a member of the CFA Society of New York.
Peter has volunteered with Sponsors for Educational Opportunity (SEO), Student Diplomacy Corps, BioBus, The Lenox Hill Neighborhood House and The Jackie Robinson Foundation. He is a former member of the investment committee for Partners Group Impact (Verein), an employee-led foundation.
Originally from Connecticut, Peter lives in New York City with his fiancée, Jay. For fun, he enjoys cooking, art, skiing, playing golf, music and attending concerts.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
J.P. Morgan ranked #1 as the All-America Research Team, Institutional Investor, 2018.
Insights
November Wrapped
December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read Now
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Fixed income: There’s a lot to love
November 3, 2022While rate hikes have been tough on equities, bonds are once again a viable option for income and total return.Read NowNovember Wrapped
December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read NowWe need to talk: Communicating your estate plan with your family
November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read NowMarket Thoughts: We've never seen a cycle like this before
November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read NowIs the mighty U.S. dollar weakening?
November 17, 2022If the currency turns lower it may mean inflation is cooling — and improved conditions for U.S. investors and companies.Read NowAdd fraud prevention to your holiday plans
November 16, 2022Fraudsters will be out in force. Take these steps to keep criminals from spoiling your year-end celebrations.Read NowMunicipal bonds are in the spotlight. Should they be in your portfolio?
November 16, 2022With tax-equivalent yields around 7% and strong fundamentals, municipal bonds are one of our highest-conviction ideas.Read NowFor your year-end tax planning, beware the wash sale rule
November 15, 2022Tax-loss harvesting can help you offset capital gains. But only if you do it properly.Read NowWith U.S. Midterm elections unclear, the economy retakes the stage
November 9, 2022Stocks could bounce with an election resolution, but the focus remains on inflation and the economy.Read NowFixed income: There’s a lot to love
November 3, 2022While rate hikes have been tough on equities, bonds are once again a viable option for income and total return.Read Now