Peter is a director and senior wealth manager in the Regis Group at Mercer Advisors where he serves as an advisor to ultra-high-net-worth families, foundations, and endowments. He is also a member of the Mercer Advisors Private Asset Management investment committee which helps oversee private market investments and he is on multiple private investment fund limited partner advisory committees.
Peter joined Mercer Advisors in 2006 and has nearly two decades of experience working with ultra-high-net-worth individuals and families. He was previously the president of Regis Management Company, a Silicon Valley-based multi-family office formed for a select group of private investors. At Regis, he specialized in bespoke investment management and multigenerational wealth planning.
Peter earned his bachelor’s degree and an MBA from Stanford University. He holds a FINRA Series 65 license.
Based in the Bay Area, he is a member of the board of directors and the investment committee for the Children’s Health Council and serves on the advisory board and investment committee, and he is a former board president of the Palo Alto Community Fund. Peter also serves on the investment committees of Avenidas and The Hotchkiss School.
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