Team Bios

Peter A. Needham, MBA, CFP®

Executive Vice President

Peter is a Financial Planner whose background includes over 22 years experience with major investment banks where he held senior positions in treasury management. His business experience and financial product knowledge enable Peter to add value to his individual and small business clients.

Peter spent over 18 years at Morgan Stanley where he held several positions based in New York and London. Peter managed Morgan Stanley’s Funding Desk in New York where he was responsible for issuing the firm’s short and medium-term debt. He managed the associated interest rate risk with futures and interest rate swaps. As Morgan Stanley grew significantly, financing volumes expanded from less than $500 million to over $10 billion.

Peter spent three years in London where he served as Treasurer for Morgan Stanley International. During this period the firm’s European staff more than doubled and the balance sheet reached $50 billion. He led the initiative to raise multi-currency debt in the European markets. He coordinated the effort for Morgan Stanley to become a primary dealer in the Italian government bond market and the establishment of trading in Milan. Peter was responsible for hedging the firm’s currency risk, cash management and insurance for operations in London, Frankfurt, Paris, Luxembourg and Milan.

Peter returned to New York to become Treasurer of Morgan Stanley Trust Company, the global custody division. Peter led the effort to build a $130 million revenue center for cash management, foreign exchange and securities lending. He expanded limited trading based in New York to a 24 hour market capability with the expansion of operations into London and Hong Kong.

Peter’s experience also includes managing a financing and trading desk at Barclays Capital and Global Treasurer for Donaldson, Lufkin & Jenrette’s Pershing Division.

Peter and his family reside in Berkeley Heights, NJ. He holds a BS in Finance from Villanova University and a MBA from Fairleigh Dickinson University, and he is also a CERTIFIED FINANCIAL PLANNER™ professional.