A MESSAGE FROM DELEGATE REGARDING COVID-19
Peter Winter

Peter Winter

Peter Winter serves as an advisory analyst at Delegate Advisors. In this role, Peter focuses on building financial models that help clients make critical decisions on topics such as long-term wealth forecasting, investments, cash-flow insights, long-term spending decisions, financial planning and risk management. Peter finds these detailed financial models fascinating and enjoys the peace of mind they bring to clients as they navigate complicated financial decisions.

Before joining Delegate, Peter began his wealth management career as an intern at a boutique wealth management firm in Durham, North Carolina.

Peter holds a BA in Economics and a minor in Astronomy from the University of North Carolina at Chapel Hill.

In his free time, Peter enjoys playing sports, taking road trips and being with friends and family. Peter lives with his wife Kristie in Chapel Hill, North Carolina where they met as college sophomores.

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