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Peter S. Yorkes

Managing Director
Peter S. Yorkes headshot

Peter S. Yorkes

Managing Director

Peter is a managing director who joined PSG more than 25 years ago. He oversees the firm’s information technology initiatives, trades equities and mutual funds, advises clients, and is a member of the Investment Committee. Peter was in charge of equity manager research for over 10 years and still has a hand in the process.

Prior to joining PSG, Peter traded options as a member of the NY Comex, a NASDAQ market maker specializing in small-cap growth stocks.
In addition to his financial background, Peter has a strong computer/systems background and has provided consulting services to several startup software companies. He received his bachelor’s degree in business administration from Northeastern University. Peter lives in Connecticut and enjoys spending time with his two daughters. Away from work, he enjoys music, exercise of all kinds, and travel

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Peter is a managing director who joined PSG more than 25 years ago. He oversees the firm’s information technology initiatives, trades equities and mutual funds, advises clients, and is a member of the Investment Committee. Peter was in charge of equity manager research for over 10 years and still has a hand in the process.

Prior to joining PSG, Peter traded options as a member of the NY Comex, a NASDAQ market maker specializing in small-cap growth stocks.
In addition to his financial background, Peter has a strong computer/systems background and has provided consulting services to several startup software companies. He received his bachelor’s degree in business administration from Northeastern University. Peter lives in Connecticut and enjoys spending time with his two daughters. Away from work, he enjoys music, exercise of all kinds, and travel

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Meet Our Team

Edward L. Scharf headshot
Edward L. Scharf headshot black and white
Edward L. Scharf
Managing Director
Richard A. Yoken headshot
Richard A. Yoken headshot black and white
Richard A. Yoken
Managing Director
Catherine (Bobbie) Nacianceno headshot
Catherine (Bobbie) Nacianceno headshot black and white
Catherine (Bobbie) Nacianceno
Senior Client Services Coordinator
Jacqueline O’Toole headshot
Jacqueline O’Toole headshot black and white
Jacqueline O’Toole
Director of Operations and Investment Associate
Jacques E. Boubli, CFP<sup>®</sup> headshot
Jacques E. Boubli, CFP<sup>®</sup> headshot black and white
Jacques E. Boubli, CFP®
Managing Director
Jay Koehler, CPWA<sup>®</sup> headshot
Jay Koehler, CPWA<sup>®</sup> headshot black and white
Jay Koehler, CPWA®
Senior Vice President
Jayndee Castro headshot
Jayndee Castro headshot black and white
Jayndee Castro
Client Services Coordinator
Laurie Ghali headshot
Laurie Ghali headshot black and white
Laurie Ghali
Chief Compliance Officer
Lawrence D. Bartimer, CPA headshot
Lawrence D. Bartimer, CPA headshot black and white
Lawrence D. Bartimer, CPA
Managing Director
Marc Connuck, CFA headshot
Marc Connuck, CFA headshot black and white
Marc Connuck, CFA
Research Analyst
Maritza S. Rivera headshot
Maritza S. Rivera headshot black and white
Maritza S. Rivera
Senior Client Services Coordinator
Natasha Hanan, CFA headshot
Natasha Hanan, CFA headshot black and white
Natasha Hanan, CFA
Wealth Advisor
Peter S. Yorkes headshot
Peter S. Yorkes headshot black and white
Peter S. Yorkes
Managing Director
Samarsha Drysdale headshot
Samarsha Drysdale headshot black and white
Samarsha Drysdale
Client Services Coordinator
Thomas M. Zottner, CFA headshot
Thomas M. Zottner, CFA headshot black and white
Thomas M. Zottner, CFA
Managing Director
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The Portfolio Strategy Group, LLC
50 Main Street, Suite 1280
White Plains, NY 10606

914.288.4900 tel
800.535.5110
914.328.6670 fax

info@PSGwealth.com

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