Peter joined Clifford Swan in 1992 as an Investment Counselor. Since then, Peter has served as President (2001–2010), Chief Investment Officer (2010–2020), and, currently, Chief Executive Officer. With an extensive background in tax and estate planning, he is a valued resource to all counselors and clients.

Before joining the firm, Peter served as a Senior Trust Officer with Security Pacific National Bank. He remains actively involved in the community through his work with the Tournament of Roses Association, Pasadena Rotary Club, and as a Board Member of the Pasadena Police & Fire Pension. Peter is a member of the Twilight Club and Young Presidents’ Organization and is a former Trustee of Polytechnic School.