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| Harris SBSB Team |
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Peter Speros is a Founding Principal of Harris SBSB, a service of Harris Private Bank that provides comprehensive financial planning and wealth advisory services to affluent clients. Mr. Speros specializes in providing financial planning and portfolio management services primarily to corporate executives and retirees.
Mr. Speros serves on Harris SBSB’s Financial Planning Committee, which coordinates the planning process and directs client recommendations and strategies. He also serves on the firm’s Investment Policy Committee, which directs overall investment policy, manager screens, and security selection. Mr. Speros earned a bachelor’s degree from Pennsylvania State University, where he co-captained the school’s first National Championship football team in 1982. He went on to play professionally before starting his financial planning career in 1984. He is a CERTIFIED FINANCIAL PLANNERTM professional and is a member of the Institute of Certified Financial Planners and the Financial Planning Association. Harris SBSB™ is a brand name used by Sullivan, Bruyette, Speros & Blayney, Inc. an SEC registered investment advisor. Estate planning requires legal assistance, which Harris SBSB™ does not provide. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Harris Private Bank is a trade name used by various financial service providers in the Harris Financial Corp. |
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For information on how to start a relationship with Harris SBSB, contact us. | |
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