Peter Dagati
Founder and President at Stembrook Asset Management | New York City Metropolitan Area
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Peter Dagati, as the Founder and President of Stembrook Asset Management, brings a wealth of expertise that seamlessly integrates his dual passions for investment management and sailing. With decades of experience in both fields, Peter understands that the foundation of successful outcomes lies in the preparatory decisions made long before any action is taken—be it setting sail or executing a trade. This philosophy is deeply embedded in Stembrook’s approach to wealth management, where strategic foresight and meticulous planning are paramount.
At Stembrook, Peter leads a team dedicated to providing sophisticated wealth management strategies tailored to the unique aspirations of individuals and families. His commitment to a research-driven approach ensures that clients benefit from well-informed investment strategies and portfolio management techniques that align with their long-term goals. Under his guidance, Stembrook has developed a reputation for its comprehensive understanding of wealth planning strategies, allowing clients to navigate the complexities of financial markets with confidence.
Key projects spearheaded by Peter include the development of innovative investment solutions that leverage market insights and advanced analytics, enabling clients to optimize their financial assets. His ability to discern patterns and make informed judgment calls mirrors the instincts of a seasoned sailor, allowing him to guide clients through the often turbulent waters of investment management. With a focus on personalized financial advisory services, Peter Dagati continues to empower clients at Stembrook Asset Management to realize their dreams while ensuring their financial futures are secure and prosperous.
Founder and President at Stembrook Asset Management in January 2007 to Present
Head of Portfolio Strategy Research at Brown Brothers Harriman & Co. in August 1997 to January 2007
Associate at Lazard Asset Management in January 1993 to January 1997
Analyst at Lazard Asset Management in January 1993 to January 1997
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Investment Strategies
Financial Advisory
Portfolio Management
Investment Management
Wealth Management
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Discover more about Stembrook Asset ManagementWhat is Peter Dagati email address?
Email Peter Dagati at [email protected] and [email protected]. This email is the most updated Peter Dagati email found in 2026.
What is Peter Dagati phone number?
Peter Dagati phone number is +12014840063.
How to contact Peter Dagati?
To contact Peter Dagati send an email to [email protected] or [email protected]. If you want to call Peter Dagati try calling on +12014840063. (updated on November 04, 2024)
What company does Peter Dagati work for?
Peter Dagati works for Stembrook Asset Management
What is Peter Dagati's role at Stembrook Asset Management?
Peter Dagati is Founder and President
What industry does Peter Dagati work in?
Peter Dagati works in the Financial Services industry.
Peter Dagati Email Addresses
Peter Dagati Phone Numbers
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