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unexpected.



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We are a private wealth management firm based in the New York Metro area serving individuals, families, and business owners with $2 million or more of investable assets.

Our Client Experience is Distinguished By:

A personalized and thoughtful approach to investment management

A deep understanding of the estate and tax planning issues impacting individuals with significant wealth


An emphasis on putting the interests of our clients before our own and serving our clients as an independent fiduciary

Meet Your Team

Peter D’Agati, CFA Photo

Peter D’Agati, CFA

Founder and President
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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

  • Providence College, Bachelor of Science in Mathematics and Finance, with honors
  • Chartered Financial Analyst designation
  • FINRA Investment Advisor Representative (Series 65)

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.

Peter
Peter
Peter
Tom Kosinski Photo

Tom Kosinski

Portfolio Manager
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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

  • Villanova University, BA, Finance and Economics
  • FINRA Investment Advisor Representative (Series 65)

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.

Peter
Peter
Peter

Our Clients

Whether you are accumulating assets or in the process of deciding what to do with what you’ve saved, we’re here to provide you with objective guidance at every stage.

businessperson

Going Through a Life Change

Some transitions are anticipated and others come as a surprise. Whatever the case, you’ll benefit from our passion for listening. People in transition benefit from our high level of attention and embrace of the belief that there are no one-size-fits-all solutions, especially in a time of change.


businessperson

Owner of a Business

Risk management and tax strategy is at the top of your mind. You’ve worked hard to make it; now sit back and let us meticulously manage what you’ve worked so hard to build.


businessperson

Retired or About to Be

Retirement encompasses such a broad range of aspects, from social security to investments, as well as lifestyle management and family dynamics. Let us make this time in life one that you enjoy without worry of what’s to come.

Whether you’ve just started the process of exploring your options, or have something more specific in mind, we’d love to hear from you.


Schedule a Consultation

Working Together

Investment Management

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Financial Planning

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Estate Planning

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At the center of our process for helping our clients with estate planning is an understanding of the legacy that the individual, family, or business wants to leave. We work with all involved parties such as your attorney or accountant to ensure that the needs of all generations, present and future, are honored.

Business Advisory

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Many successful business owners have been able to benefit from strategies that mitigate risk, help protect assets, and reduce taxes. An example of such a solution is a 1042 exchange in which business owners may reap tax savings on capital gains by selling stock to an ESOP and investing in Qualified Replacement Property.

Divorce Financial Planning

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For families that are in a divorce transition, we have been trained in collaborative and mediated divorce best practices and apply this knowledge to the unique financial planning challenges and opportunities that divorce presents. We can help you to create a clear path forward and a profound sense of control over your financial future.


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Determine key drivers of investment return

Extensive research and analysis of key financial and economic data are used to develop insights as to the drivers of returns.

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Adjust portfolio allocations around strategic targets

Limits are placed on investments in each asset class, allowing for adjustments due to market fluctuations while limiting the impact of unanticipated events.

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Select optimal investment vehicles

Selection is based upon key factors expected to impact operating costs, taxes, investment returns, and volatility.

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Consult with advisory board

Our Board is comprised of experts in economics, tax and estate planning, equity analysis, global fixed income, foundations & endowments, and global sustainability.

Q & A

question mark How are you compensated?


question mark Where are my assets held?


Your assets will be held at Charles Schwab, one of the industry’s most prestigious custodians.


question mark How will I be protected from cybercrime?


We take cybercrime very seriously. Our custodian, Charles Schwab has extensive safeguards in place to protect your assets and your confidential information. In addition to Stembrook’s systems and internal procedures, which are designed to minimize the risk, we place an emphasis on educating our clients about how to avoid risky cybersecurity behaviors. On an ongoing basis, we provide clients with advice on how to minimize their cybercrime risks both in their investments and their lives.


question mark Do you have a minimum asset size?


Yes. We work with individuals, families, and business owners with $2 million or more of investable assets.


question mark How will we meet?


question mark What is a CFA® designation?


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