Team
Peter Hass is a Managing Director with Sheridan Road and focuses on providing Wealth and Trust Management Services, Estate Planning and Family Consulting to individual and family clients. Peter specializes in developing and implementing a customized investment portfolio to meet each client’s needs. Prior to joining Sheridan Road, Peter was with Citi Smith Barney for fifteen years, and also was a financial advisor with Dean Witter and Donaldson, Lufkin & Jenrette. Peter is FINRA Series 3, 7, 63, 65 licensed as well as life and health licensed and holds the Certified Financial Planner (CFP) designation. Having graduated with a B.A. from Albion College in Management and Economics, Peter and his family reside in Glencoe, IL.
Peter Hass
847-205-9073 ext. 231
phass@sheridanroad.com
