Peter Formanek

Peter is the Managing Partner of the CPA firm, and also heads up the Family Office Advisor services group. He has been a CPA and wealth advisor for 20+ years, and has strong relationships with numerous large family offices in the U.S. and Europe. He is currently strategic advisor to numerous Private Equity, Venture Capital and Hedge Funds.  He has represented numerous middle-market companies to purchase, sell, refinance, or restructure. He is a CPA licensed in New York and CT, and has worked in public accounting for 20+ years. He was a Financial Analyst at Donaldson, Lufkin & Jenrette, and Spear, Leeds & Kellogg. He received his MBA in finance from the University of Bridgeport, and his BS in accounting, magna cum laude, from the University of Bridgeport.