Peter Bouley

Background

About Peter Bouley

For more than 20 years, Pete has worked closely with individuals and families who have attained financial success, helping them preserve, transfer and steward their wealth effectively. As a senior partner with The OHB Group, Pete oversees investment strategy implementation, analysis, intergenerational planning, and options strategies management. Pete's primarily responsible for creating and managing investment allocations, trading and execution, tax loss harvesting for clients and is the team's liaison to the Chief Investment Officer. After spending significant time with clients to fully understand needs and objectives, Pete determines a client's appropriate level of risk based on time horizon, preferences, expectations and market conditions. With a high degree of efficiency in data interpretation and a penchant for research and analysis, Pete's approach to building and managing investment portfolios is strategic and thorough. Pete keeps up with relevant investment and trade news, meets with investment analysts and researchers to gain a better understanding of market conditions. Originally from Fairport, New York, Pete is a graduate of the University of Dayton, where he met his wife, Jenny. They have four children, Patrick, Michael, Sarah and Christopher. Much of Pete's free time used to be coaching basketball, but now that his children are older, he's enjoying golf, the outdoors and reading.*Options involve risk and are not suitable for all investors. Before engaging in the purchase or sale of options, investors should understand the nature of and extent of their rights and obligations and be aware of the risks involved in investing with options. Prior to buying or selling an option, clients must receive the options disclosure document Characteristics and Risks of Standardized Options. This document is available by contacting your Merrill Financial Advisor.