Peter Dougherty

Background

About Peter Dougherty

With over 25 years of service in the financial industry and 19 years at Merrill I have made it my mission to service my family, my clients, and my community. These values were installed in me as child all thanks to my grandfather, who emigrated from Croatia as a young man. As one of the senior advisors on the Dougherty Group, our team focuses on helping individuals, professionals, families, and privately held businesses develop strategies to build and sustain wealth and reduce the complexity in their lives. I have developed a niche in Alternative Investments and Family Enterprise Planning. I am a Graduate of John Carroll University and completed post graduate training and development at The University of Pennsylvania, Wharton School of Business, Harvard University, and the University of Southern California. I am a Board Member for AFHE (Attorney's for Family Held Enterprises). I am the Chairman for VeloSano for Northeast Ohio for Bank of America Merrill Lynch. I was given the Presidents Volunteer Service Award from the White House for two consecutive year.*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment's investment objectives will be achieved.