Peter S. Edelstein, ChFC®

Peter S. Edelstein, ChFC®

CEO

Peter was born and raised in Rochester, NY. He graduated from Brighton High School and earned a B.S. degree in Business Administration from St. John Fisher College. Peter began his financial services career with Citibank, N.A. soon after graduation from College. He worked for Citibank's FOCUS unit in Manhattan, an arm of their Private Banking Group where he managed the accounts of numerous high net worth individuals and corporate executives. After five years with Citibank Peter was recruited by Merrill Lynch to work in their Mount Kisco, NY office, an affluent suburb of New York City in Westchester County.

Peters' career at Merrill Lynch encompassed working as a financial advisor and then working for Merrill implementing new financial account management systems and software. Peters' interests and experience led him to Imagine Software where he implemented risk management software for banks, hedge funds and institutional portfolio managers.

Peter and his wife decided that they preferred to raise their two boys in Rochester and moved back to Brighton in 2006. Peter recently decided to couple his extensive experience and knowledge in financial technology with his past experience as a financial advisor and re-enter the financial advisor profession. Peter's significant financial services industry experience coupled with his background in training and management skills make him a valuable asset to the Regent Team.

Outside of work Peter has been involved in volunteer emergency services since high school. He served as an EMT with Pittsford Volunteer Ambulance and was a volunteer firefighter in Chappaqua, NY for 17 years, the last 6 of which he served as a Chief. Peter has been active with the National Ski Patrol for many years and is a presently the Patrol Director at Bristol Mountain. Peter also enjoys coaching his sons travel baseball teams.

Peter is a Registered Representative with Kestra Investment Services and an Investment Advisor Representative with Kestra Advisory Services.