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Ricp® Peter J. Walsh
Senior Vice President, Investments,
Managing Director at Raymond James & Associates
Buffalo, New York, United States
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This public profile is provided courtesy of Clay. All information found here is in the public domain.
Ricp® Peter J. Walsh
Senior Vice President, Investments,
Managing Director at Raymond James & Associates
Buffalo, New York, United States
Summary
Peter J. Walsh is a passionate financial planner who specializes in creating tailored wealth management strategies for executives and business owners. As the team leader of The Walsh Group and Senior Vice President of Investments at Raymond James, Peter has extensive expertise in providing objective advice to institutional clients, such as corporations, foundations, endowments, nonprofits, and family offices. He has also worked as a Financial Advisor at Morgan Stanley Wealth Management and as a Specialists Clerk at NYSE Marcus & Company. Peter is a graduate of the University of Maryland College Park and Christ the King, where he studied Economics & Urban Planning and business and managerial economics, respectively.
This public profile is provided courtesy of Clay. All information found here is in the public domain.