You’ll learn about:
How a 1042 Exchange can help you
How a 1042 Exchange can help your business
How to start the planning process
Brought to you by Stembrook Asset Management
Peter D’Agati, CFA
Peter is the Founder and President of Stembrook Asset Management, and is actively involved in all investment and research activities of the firm.
Prior to founding Stembrook Asset Management, Peter was founder and Head of Portfolio Strategy Research at Brown Brothers Harriman. In this role, he was responsible for developing the high-level investment strategies for client investments, representing $45 billion of investment assets. Peter served as Chairman of the Investment Committee and also co-founded Brown Brothers Harriman’s Tax-Efficient Risk Management practice. Prior to this, Peter spent four years with Lazard Asset Management.
Credentials
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- Providence College, Bachelor of Science in Mathematics and Finance, with honors
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- Chartered Financial Analyst designation
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- FINRA Investment Advisor Representative (Series 65)
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Just for Fun
Peter is an active member of his community, sitting on the Board of the Historic Paulus Hook Association for community preservation and development. He serves and has previously served as an advisor to various for-profit and not-for-profit organizations. Peter and his wife, Jenn enjoy raising their two young boys in a brownstone they renovated in Jersey City, NJ. In his free time, Peter enjoys sailing, fine woodworking, and creating fine objects in leather.
Tom Kosinski
Tom is a Portfolio Manager and has been with Stembrook since 2010. Tom counsels clients and directs the firms daily trading and rebalancing activities. Since joining as an analyst, Tom has enhanced and continued to develop the asset allocation models that the firm uses for building client portfolios and forecasting asset class returns. In addition, Tom has refined the Stembrook Wealth Planning tool, used in developing clients’ personalized Stembrook Strategic Investment Plan. Prior to joining Stembrook, Tom worked at Merrill Lynch Global Wealth Management and Lucas Capital Management.
Credentials
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- Villanova University, BA, Finance and Economics
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- FINRA Investment Advisor Representative (Series 65)
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Just for Fun
Tom lives in Red Bank, New Jersey with his wife Martha. When not in the office, Tom spends most of his time on the water. He has a passion for saltwater fly and light tackle fishing and competitive sailing and has published numerous articles and presents seminars on saltwater fishing. Tom and Martha enjoy traveling and attending Villanova basketball games when they are not spending time on the water.
About the firm
Stembrook provides sophisticated wealth management strategies to individuals and families who are passionate about realizing their dreams. Our clients are generally busy, striving individuals and families who have worked hard to achieve their goals.
Whether you are accumulating assets, in the process of managing a liquidity event, or strategizing for a long-term wealth distribution plan, we’re here to provide you with objective guidance at every stage.