Meet Peter
Peter Gifford is a Sr. Partner based in Menlo Park, California. He joined Mercer Advisors in 2022 through the acquisition of Regis Management Company, LLC, where he served as President of the Silicon Valley-based multifamily office and private investment firm for nearly 17 years.
Peter serves as a senior wealth advisor to ultra-high-net-worth families, foundations, and endowments. He is a member of the Mercer Advisors Private Asset Management investment committee, which helps oversee private market investments, and he serves on multiple private investment fund limited partner advisory committees.
Peter earned his bachelor’s degree and an MBA from Stanford University. He holds a FINRA Series 65 license.
Peter ’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Peter has focused experience in these areas:
- Multi-generational planning that aligns with your values and minimizes tax impact
- Private markets, including fund due diligence, liquidity planning, and portfolio integration
- Complexities of inherited wealth, from taxes to legacy
- Supporting professional investors with full-service planning and private market access
- Supporting nonprofit organizations with investment management, governing, and growth strategies to help advance their mission
His working style
Peter is known for being approachable, dependable, and committed to helping clients navigate complex financial decisions with confidence. He strives to make every client feel heard, supported, and empowered to move forward with their financial plan.
Peter in real life
What keeps you busy outside of work?
I enjoy volunteering in the community, traveling, and taking advantage of Northern California’s open spaces.
How do you give back?
I serve as a board and investment committee member for several nonprofits addressing various causes, including teen mental health, education, and the environment.
What makes you tick?
I enjoy helping people, bringing clarity to complexity, and solving problems.
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