Peter Banta

Peter began his career working as a Certified Public Accountant (CPA) serving many local small businesses and individuals here in the Hudson Valley. Peter earned his Accredited Investment Fiduciary® (AIF®) Designation shortly before joining BWM in 2024. Attainment of the AIF Designation demonstrates the understanding of the Prudent Practices® and methodology. 

 

When Peter is not working, he enjoys performing with a variety of bands as a saxophonist, hiking, and reading.

 

In his prior life he was a Jazz Musician.