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, 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 high-net-worth individuals, endowments, foundations, trusts, and institutions, representing $45 billion of investment assets. Strategies included a broad range of traditional and alternative asset classes, and incorporated tax planning, risk management and liquidity considerations. Peter served as Chairman of the Investment Committee responsible for selecting investments for inclusion in client portfolios and served on the Alternative Assets Investment Policy Committee. Peter also co-founded Brown Brothers Harriman's Tax-Efficient Risk Management practice, and was the senior researcher in charge of portfolio risk management and tax-efficient asset management for private clients. Previously, Peter spent four years with Lazard Asset Management where he developed a variety of sophisticated tools designed to measure, manage and evaluate client portfolios across countries and currencies.
Peter earned his Bachelor of Science in Mathematics and Finance from Providence College, with honors. He is a holder of the Chartered Financial Analyst designation and is a member of both the CFA Institute and the CFA Society New York. Peter has been an invited speaker at numerous investor forums including Columbia Business School, the Institute for Private Investors and the Financial Planning Association
About
Stembrook Asset Management
Our clients deeply value our personal, responsive approach to wealth management which provides you with direct access to an investment decision maker and business owner, rather than a salesperson or inexperienced advisor. You also have access to our network of high-quality professionals in tax, legal, and estate planning.
But personal service without institutional-strength investment planning isn't enough. Your investment plan is developed using our proprietary processes and state of the art tools to provide you with a sustainable portfolio that is tax-efficient, diligently monitored, and tailored to your specific needs.
Our team can also offer more complex solutions, such as trust services, options trading strategies, and guidance for executives and business owners on business sales and equity compensation plans, among others.
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Our Team
Tom Kosinski
Portfolio Manager
Tom is a Portfolio Manager and has been with Stembrook since 2010. Tom counsels clients and directs the firm's trading activities and conducts research in a diverse range of sectors and asset classes.
Since joining as an analyst, Tom has enhanced and continues to develop the asset allocation models that the firm uses when building client portfolios and forecasting returns. In addition, Tom has refined the Stembrook Wealth Planning Tool, used in developing client's Stembrook Strategic Investment Plans.
Prior to joining Stembrook, Tom worked at Merrill Lynch Global Wealth Management where he supported international high-net-worth clients. Tom led a transition team during the Bank of America acquisition that trained bank representatives on the brokerage platform. Tom began his career at Lucas Capital Management, an energy related hedge fund. At Lucas, Tom sat on the trading desk, assisting with portfolio management duties, trading, and investment research.
Tom lives in Red Bank, New Jersey with his wife Martha and their daughter Madeline. He sits on the Board of Directors of the American Saltwater Guides Association Fisheries Policy Alliance, which advocates for healthier fisheries and better business through conservation. When not in the office, Tom spends most of his time on the water. He has a passion for saltwater fly fishing and competitive sailing. Tom and his family also enjoy traveling and attending Villanova basketball games.
Credentials:
Villanova University, BA, Finance and Economics
FINRA Investment Advisor Representative (Series 65)
