For nearly forty years, Peter Cork has advised some of the world’s most successful investors, guiding them through the complexities of growing and preserving multi-generational wealth.

Originally from Northern England (the “North” in our team’s name), he has built his reputation on trust, insight and distilling complicated situations into specific, targeted tactics.

Peter’s career has spanned the UK, Italy and the USA, giving him a rare global perspective and a nuanced understanding of the diverse financial landscapes in which his clients operate.

An MBA graduate of Boston University, Peter blends investing rigour with the seasoned judgment that only comes from decades of hands-on wealth management during periods of extreme volatility. His approach is one of diligence and personalization, always crafting strategies that balance performance and preservation while honoring his clients’ distinct values.

Peter’s strengths involve structuring sophisticated investments, navigating multi-jurisdictional wealth issues and providing calming rationale during life’s most important financial decisions.

His guiding belief is this: prosperity requires a partnership. When you ask for his help, he is duty-bound to give you his all with a permanent commitment to your success. With every passing year, he strives to unlock your wealth’s potential in increasingly powerful and rewarding ways.  

When Peter’s Not Working on 5th Avenue…
You’ll find him on the links, traveling the world or watching Manchester United on TV. Peter and his wife divide their time between Westchester County and Martha’s Vineyard.

Boris’ multi-fold fascination with money began in school. As a bursar, he was responsible for budgeting his class’s annual cycling trip to Scotland. But it was the consequences stemming from bad financial advice given to his father that  instilled Boris’ passion for understanding the market’s finer workings. Together, these events put him on a trajectory to guide clients through their financial lives in a career spanning decades — and an ocean.

Meant To Be Here
A native of London (the “Crown” in our team’s name), Boris spent his gap year exploring Europe. His experience led him to study abroad and enroll at Boston University, where he majored in economics while minoring in art history.

Upon graduating, he worked at a trading desk for SG Hambros Private Bank and Trust in the Channel Islands to be closer to his father. He then moved to the states, intending to work at the company’s New York City office, only to see it shutter in the aftermath of 9/11.

Jobless but not dejected, Boris graduated from Fordham University’s financial planning MBA program and spent the next seven years at Citi Private Bank as a financial advisor, where he and our co-founder Peter Cork met.

The Very Embodiment of Care
Strategy can be what separates one financial advisor from another. Other times, it’s simply how much they care.

Understanding the crucial role he plays in the lives of clients, Boris exhibits a passion both boundless and sincere during each conversation.

As for strategy, he begins with intricate planning based on a complete understanding of his clients’ assets and liabilities. These learnings inform the custom portfolios he constructs to meet individualized needs with an ongoing awareness of the broader macro-environment.

When Boris Isn’t Working on 5th Avenue…
Boris and his college girlfriend (now wife), Teena, spend time on the slopes in the Berkshires with their children, Lila, Elsie and Sebastian. When he retires decades from now, he plans on rekindling his passion for DJing and mixing new sounds while continuing to explore the world.

Daniel is our team’s newest member, but during his 18-year career, he’s honed the very ethos our team strives to embody: one of acute diligence, drive and strategy that defines our approach to wealth management.

After attending Fairleigh Dickinson University with an emphasis on finance and history, Daniel got his start in the industry making daily cold calls selling municipal bonds. He then built upon his experience working for prestigious companies such as Citigroup, Citi Private Bank and other major institutions, serving in roles including Portfolio Manager as well as Global Head of Trading and Implementation.

Today, he plays an integral role in helping us manage assets for the most discerning investors within Wells Fargo Advisors.

“Don’t Take No For An Answer”
 
In Daniel’s world no day, or hour,  is the same.

One moment, he serves as our Chief Operating Officer, implementing strategies to manage our book of business more efficiently. The next, he’s participating in client meetings, gathering details to conduct financial analysis to elevate investment plans . And sometimes, he’s executing trades without breaking a sweat.

No matter the situation, he immerses himself in his craft and goes above what’s required.

Daniel worked with our founders during their tenure at Citi, where his work ethic and intelligence made a lasting impression. As our team and needs grow, Daniel’s skills are the perfect addition for flawlessly executing complicated wealth strategies, allowing our founders to devote more time to our long-term vision.

When Daniel’s Not Working On 5th Avenue…
He and his wife, Kara, sit front and center at ballet recitals, tennis matches and baseball games cheering on their children, Logan, Harper and Connor. Daniel donates his talents to various local causes and can be found roaming the sidelines as a volunteer coach. His family lives in Bronxville, New York, with their French Bulldog, Louie.