Peter Cotter Email & Phone Number
Senior Financial Advisor - Managing Director - Investment Officer @ Wells Fargo Private Bank
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Peter Cotter Location
- Boston, MA, US
Peter Cotter Work
- 2025 -now Senior Financial Advisor - Managing Director - Investment Officer @
- 2001 -2025 Senior Vice President @ UBS Financial Services Inc.
Peter Cotter Education
- Boston College
(Bachelor of Science (BS), Finance & Marketing)
1985-1989 - Cohasset High School
(Diploma)
1981-1985
Peter Cotter Skills
- Wealth Management
- Strategic Planning
- Strategy
- Portfolio Management
- Underwriting
- Banking
- Credit
- Capital Markets
- Private Banking
- Risk Management
- Asset Allocation
Peter Cotter Summary
- Peter Cotter, based in Boston, MA, US, is currently a Senior Financial Advisor - Managing Director - Investment Officer at Wells Fargo Private Wealth. Peter Cotter brings experience from previous roles at UBS Financial Services Inc.. Peter Cotter holds a 1985 - 1989 Boston College. With a robust skill set that includes Wealth Management, Strategic Planning, Strategy, Portfolio Management, Underwriting and more. Peter Cotter has 2 emails and 1 mobile phone numbers on RocketReach.
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