Peter Jenkins
Managing Director, Wealth Management
Peter Jenkins is a Managing Director on the Wealth Management team at Choreo.
As a Managing Director of Wealth Management at Choreo, Peter specializes in business transition and transaction planning, estate planning, financial planning, philanthropy and investment strategies. He works closely with multi-generational families, business owners, high-net-worth individuals, and family offices, helping them navigate complex financial decisions with clarity and confidence. His expertise extends to tax planning, and he frequently collaborates with CPAs and other professionals to create holistic financial solutions.
A veteran of the financial services industry, Peter is known for his open-minded approach, active listening, and ability to translate complex financial matters into clear, actionable strategies. His purpose is simple - to guide clients in making smart financial decisions so they can focus on what truly matters to them.
Before joining Choreo, Peter was a Partner and Client Advisor at Biegel Waller LLC, where he led client development, financial planning, portfolio management, and compliance. Prior to that, he served as Director and Regional Manager of the Mid-Atlantic Group at Credit Suisse and later as Director of Wealth Advisory at BDO, where he built trusted advisory relationships focused on comprehensive investment management and financial planning.
Beyond his professional commitments, Peter is a dedicated leader in all aspects of his life. A husband, father of three, and trusted financial advisor to numerous families, he finds fulfillment in helping others achieve lasting financial peace.
PROFESSIONAL AFFILIATIONS & CREDENTIALS
- CFP®
EDUCATION
- M.B.A., Finance, Sellinger School of Business, Loyola University, Maryland
- B.S., Lerner School of Business, University of Delaware
