Peter Fertig

Senior Relationship Manager

Peter is a Senior Relationship Manager covering the RIA Series of Portfolio Summits.

Prior to working at Portfolio Summits, he had over 20 years wholesaling experience working with Institutional groups at Scudder and US Trust covering multiple channels including RIA. Outside of work, he is an avid reader, sports enthusiast, amateur chef, and parent.

He resides in Livingston NJ with his wife and adorable dog- Cory.

Peter attended Morris college where he studied Business Administration.


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Incomm Summits 27 E 28th St, 8th Floor, New York, NY 10016