Peter Trulli

Peter Trulli

Partner/Private Wealth & Planning

Office: (212) 490-4580 (x110)
 

Peter has been working in the financial industry in a variety of professional capacities for almost 25 years. Peter focuses on individuals, families, trusts and businesses that require customized needs and planning to reach their financial aspirations and goals. Peter creates customized plans and implements detailed investment, portfolio, and retirement planning. At the forefront of his role is to communicate with clients on a constant basis as to ensure plans and goals are intact and adjusted as needed.

Prior to joining Flynn Financial Partners in 2019, Peter was a Senior Financial Advisor on a multi-billion-dollar Wealth Management team at Morgan Stanley. Prior to that he was a Senior options / derivatives trader at SAC Capital Advisors, one of the largest most successful hedge funds in the world. Peter began his career on the NYSE trading floor and worked his way up to become a Managing Director at 30 years old for Bear Stearns in their equity and options market making businesses for over ten years.

Peter graduated Iona College with a background as New York State Certified public accountant which uniquely enables him to create and implement tax management strategies and planning. He is Series       7 /66 registered and licensed with LPL financial. Peter is also Licensed for Life Insurance and annuity investments.

Peter grew up and lives in New Rochelle with his wife Claudia, their 5 year old daughter Michela and his 3 year old, identical twin sons Luke and Gus. He is a competitive tennis player and an ardent Dallas Cowboys fan. He volunteers and supports at the Westchester Humane Society where he adopted his dog Chaplin.

AUM: $1.5 Billion*

*700 million USD managed

800 million USD in Institutional Investment Consulting

OVER 215 YEARS COMBINED EXPERIENCE

Licenses


Series 7

Series 63

Series 65

Series 66

Life, Accident & Health