Talk to sales Try for Free
Peter Berzins

Peter Berzins

Municipal Institutional Sales

Followers of Peter Berzins159 followers
location of Peter BerzinsNew York City Metropolitan Area

Connect with Peter Berzins to Send Message

Connect

Connect with Peter Berzins to Send Message

Connect

  • Timeline

  • About me

    Senior Portfolio Manager and Senior Vice President Wealth Management with 25+ years of experience

  • Education

    • Temple University

      1982 -
      BA Economics, German Minor

  • Experience

    • R. Seelaus & Co., Inc.

      Jul 1990 - Feb 1993
      Municipal Institutional Sales

    • Tucker Anthony INC

      Feb 1993 - Aug 1996
      Vice President

    • W. H. Mell Associates, Inc.

      Aug 1996 - Jan 2014
      Senior Vice President

    • Gulfstream Capital Management, LLC

      Apr 2006 - May 2012
      Investment Advisor Representative / Portfolio Manager

    • UBS

      Jan 2014 - now
      Senior Vice President Wealth Management

  • Licenses & Certifications

    • **Registered States** AZ, CA, CO, CT, DC, FL, GA, IN, KY, MA, MD, ME, MI, MN, NC, NH, NJ, NM, NV, NY, PA, RI, SC, TN, TX, VA, WI

      FINRA