Brian Peters

Brian Peters is an Associate at NewEdge Wealth in Darien, CT, where he is responsible for supporting business development initiatives and fostering strategic client relationships to drive the firm's growth. He is actively engaged in servicing high net worth and ultra high net worth individuals, families, and institutional clients as part of NewEdge Wealth's Stamford-based team.

Brian's investment focus centers on wealth management solutions tailored to private clients, with exposure to multi-asset class strategies, including equities, fixed income, and private investments, as well as next-generation wealth planning and legacy strategies. His broad role involves supporting senior advisors in portfolio construction, client communications, and research, with a particular emphasis on helping clients navigate complex financial situations.

He began his career at NewEdge Wealth as a Client Services Representative, progressing through analyst and associate roles, which has provided him with comprehensive experience across client service, analysis, and business development. Brian holds a Bachelor of Arts in Business Administration and Management from the University of New England, equipping him with a strong foundation in business and investment management.