Peter Morant MBA

Senior Wealth Advisor, Portfolio Management

Peter earned an MBA from The Stanford Graduate School of Business, with emphasis on Finance and Investment Management. He served as Chief Investment Officer for a subsidiary of Swiss Bank Corporation in New York, focusing on global equity investments for US institutional clients. Later he was transferred to London as Head of European Equities Trading. Following the acquisition of a Chicago based institutional money manager, he assumed responsibilities in Asset Allocation and Portfolio Coordination, and as Chief of Staff for the CIO. More recently, he helped high net worth individuals with their investment and risk management needs, first with AXA Advisors, and later with Prudential. He holds the FINRA Series 7-General Securities Representative and FINRA Series 66 license-Uniform Combined State Law Exam licenses. Peter lives with his wife, Maureen, in Chicago, and has two daughters.