Peter P. Jenkins, CFP®
Partner and Client Advisor
A veteran of the financial services industry, Peter is one of our leading advisors and a member of the investment committee. He has always concentrated on listening with an unbiased perspective, understanding client concerns, and providing the clear, meaningful advice that makes a difference. He joined Biegel Waller Investment Advisory, attracted by our risk-managed path toward achieving smoother, consistent portfolio returns.
"Our clients hire us to understand their financial goals and objectives, to learn about their family, and then tie these elements back to their investment portfolio,” Peter says. “They need to know what they should do – today – to grow and protect their investment portfolios.”
Before joining the firm, Peter honed these skills serving high net worth clients as Regional Manager of Private Banking for Credit Suisse and as an Investment Advisor with Alex. Brown & Sons.
Married with three daughters, Peter is striving to help them develop thoughtful decision making skills combining common sense with intellectual development. A life-long competitive lacrosse player, Peter enjoys coaching his daughters’ youth lacrosse teams. His contributions to the community also include serving on the board at Notre Dame Prep of Baltimore, the investment committee at Loyola Blakefield, and the finance committee at US Lacrosse.
Peter graduated from the University of Delaware and holds an MBA in Finance from the Sellinger School of Business at Loyola University.