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Peter Sherlock

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Peter Sherlock

Associate | UBS

Colorado, Denver, United States

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Peter Sherlock

Summary

Peter Sherlock is a seasoned Managing Director at UBS with extensive experience in financial services, particularly in estate and financial planning, investment advisory, and asset management. He has a proven track record of working with high-net-worth individuals and family offices, helping them navigate complex financial landscapes. Peter's career spans notable organizations such as J.P. Morgan and Cresset, where he held leadership positions that honed his expertise in wealth management. His academic background includes a JD from Emory University School of Law and a degree in International Business from the University of St. Andrews. Peter is known for his strategic approach to investment and his commitment to client success, making him a trusted advisor in the financial sector. He is also passionate about philanthropy and sustainable investing, reflecting his broader interests beyond traditional finance. In his free time, Peter enjoys exploring the outdoors in Colorado, aligning with his belief in work-life balance.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Sustainability

Organisational experience

Corporate Experience

Consulting Experience

Peter Sherlock

Work Experience

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Managing Director UBS at

UBS

February 2025 - Present

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Peter Sherlock

Education

Emory University, Emory

January 2000 - January 2004

Strom Thurmond High School

Strom Thurmond High School

Emory University School of Law, JD, Law

January 2005 - January 2008

University of St. Andrews, International Business

January 2004 - January 2005

Frequently Asked Questions about Peter Sherlock

What is Peter Sherlock email address?

Peter Sherlock's primary email address is *********@cressetcapital.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Peter Sherlock work for?

Peter Sherlock is a Associate at UBS.

Where Peter Sherlock graduated from?

Peter Sherlock holds a degree in null from Emory University.

How can I directly contact Peter Sherlock?

To contact Peter Sherlock directly, you can use the email address *********@cressetcapital.com. Complete contact information is available upon registration with Muraena.

Who is Peter Sherlock?

Peter Sherlock is a seasoned Managing Director at UBS with extensive experience in financial services, particularly in estate and financial planning, investment advisory, and asset management. He has a proven track record of working with high-net-worth individuals and family offices, helping them navigate complex financial landscapes. Peter's career spans notable organizations such as J.P. Morgan and Cresset, where he held leadership positions that honed his expertise in wealth management. His academic background includes a JD from Emory University School of Law and a degree in International Business from the University of St. Andrews. Peter is known for his strategic approach to investment and his commitment to client success, making him a trusted advisor in the financial sector. He is also passionate about philanthropy and sustainable investing, reflecting his broader interests beyond traditional finance. In his free time, Peter enjoys exploring the outdoors in Colorado, aligning with his belief in work-life balance.

Peter`s contact details

mail

*********@cressetcapital.com

**************@jpmorgan.com

*********@ubs.com

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