Peter Dorfman, Cepa® Email & Phone Number

**By joining my network, you consent to the disclosure of your contact information and relationship with UBS to others on LinkedIn, including employees of UBS and its affiliates.** As a co-founder of The Zelniker Dorfman Group, I’ve served an accomplished and loyal clientele for decades – active and retired business owners, senior executives, financial colleagues, accountants, professional athletes and entertainers, retired couples and widows.For nearly 20 years, I’ve been responsible for equity research, fixed income, and alternative investments*, as well as portfolio construction and analytics. I also lead our group’s investment committee.WHAT’S OUR INVESTMENT APPROACH?We’re not controlled by outside mandates or benchmarks. We’re driven by research and client goals. Through a holistic discovery process, I come to understand each family’s concerns, what they’re trying to accomplish, their comfort with risk, and liquidity requirements. Using a goals-based wealth management approach that focuses on their particular circumstances and objectives, I select what I believe is an appropriate blend of investments to manage risk and client expectations.I actively rotate sectors, adjust equity-to-cash ratios, and use dividends to dampen volatility. Other advisors in the firm use our portfolios, sharing our belief that all clients deserve desirable outcomes. **Registered States**AZ,CA,CO,CT,DC,FL,GA,IL,KY,MA,NC,NE,NH,NJ,NM,NV,NY,OH,SC,SD,TX,VA,VT/*********/**These are the comments of this employee only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.**

• 

  University Of Vermont

  Bachelor'S Degree