Peter Newman

Peter Newman is a seasoned financial professional with a background in wealth management, business exit strategies, and institutional sales.

His approach to financial success involves a unique risk allocation strategy that aims to preserve wealth through conservative investments.

Peter has extensive experience working with business owners at all stages of the business lifecycle, helping them navigate complex issues such as taxes, cash flow, and generational gifting.

He emphasizes collaboration with accountants and advisors to model various business exit scenarios and optimize financial outcomes.

Peter's tenure includes positions at reputable firms like Merrill Lynch Wealth Management, CLSA Americas, and Caris & Company, Inc., where he held senior roles in institutional sales.

With a Bachelor's Degree from the University of Vermont, Peter Newman combines his education with practical expertise to provide clients with disciplined and effective financial solutions.