Awards & Accolades

 

Peter Sargent interviewed by Investor's Business Daily - As a young adviser earning his Chartered Financial Analyst designation, Peter Sargent read a book that changed his professional life. In "Damodaran on Valuation" by Aswath Damodaran, Sargent found a better way to evaluate investments for his clients.

Peter Sargent interviewed by Forbes Magazine. - “Nothing takes the place of in-depth research, by someone with a thorough understanding of business valuation, that I’m able to conduct on behalf of my clients,” explains Sargent, who holds both the CFA designation and CFP® certificate and relies on his own independent analysis of the equity markets as a guide for his overall investment strategy. “I can’t recommend putting an asset into a portfolio until I’m satisfied the price makes sense.”

View the editorial about Peter Sargent in InvestmentNews - "I thought about this long and hard. I'm entrepreneurial in nature and I was at a point where I needed a change," said Sargent. "I felt I'd be happiest in an advisor-oriented culture big enough to have scale but small enough that decisions can be made quickly. My gut told me it was the right move."

Barron's named Janney as a Top 40 Wealth Manager -  “Janney’s jump in ranking by four places is a testament to our successful year of rapid growth and our continued ability to build and maintain lasting relationships with our clients, particularly high-net-worth individuals, families and business owners. This national recognition sets a standard of advice and service excellence in the financial services industry – one that we are proud to share with all of our advisors and employees.”

 

 

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Building Successful Relationships

Getting to Know Peter

Choosing to Work With Peter

Why Janney