Senior Investment Advisor
Peg has been a part of Circle Advisers, Inc. for more than 30 years and is the Senior Investment Advisor. She heads up the Investment Committee and her job includes corresponding with mutual fund managers, researching dividend paying stocks, providing sound wealth management advice, devising proposals, and acting as liaison to other investment advisors. Peg also partners with the team to develop value-added services to our clients.
Over the years Peg has given her time to many pro bono activities including Blythedale Children’s Hospital in Valhalla, NY where she served on The Board of Directors and was chairman of The Board for five years. She has been an active volunteer participant in her home community of Armonk where she has served on The Planning Board (Chair for five years), The Library Board for 10 years, and the Byram Hills Budget Information Committee that worked with the Board of Education and School Administration to support the school budget. Peg, a widow with four children and 10 devoted grandchildren, is a graduate of Wheaton College in Norton, MA and currently resides in Armonk, NY.