
Peter Waldron
Managing Director - Investments
Senior PIM Portfolio Manager
Peter focuses his practice on a select number of affluent clients enabling him to dedicate more time to delivering the service and experience that managing substantial wealth demands. He brings ingenuity and creativity to solving his client's complex wealth puzzles.
Peter holds a bachelor’s degree with an emphasis in Accounting from Brigham Young University.
Outside of work, Peter is a family man and outdoors enthusiast. He often can be found running, biking the trails, or even skydiving with his kids on the weekends. He’s always on the lookout for the next great family adventure. Peter currently lives in Ladera Ranch with his wife, Melissa, and their five children.
CA Insurance Lic #0F00603
CAR-03282025