PROA WEALTH MANAGEMENT - Key Persons
Mary supports the PROA staff and manages day-to-day workflow using the most current technologies available. She emphasizes organizational and communication skills to keep the offices running smoothly. She has worked with Peter as Operations Manager since 1993, when she established the Westport office of LPL Financial. Previously, Mary opened offices in San Mateo, CA and Atlanta, GA for Homequity Inc., a PH&H company. Her experience also includes positions as a Computer Coordinator for TSI International and John Altieri Consulting Engineers, where she managed purchasing, installation, programming and the training of office staff. Mary attended Norwalk Community College and Fairfield University.
Job Titles:
- Principal
- Financial Registered Representative
Peter Cina is a LPL Financial registered representative and may discuss and/or transact business with residents of the following states: AL, AZ, CA, CO, CT, FL, IL, MA, MO, NC, NJ, NY, OH, PA, TX, VA and VT.
Peter brings over 25 years of investment experience to every PROA client. He is experienced at applying proactive wealth management strategies to the portfolios of individual investors-with a focus on wealth preservation, risk management and strict adherence to research and market trends.
As the principal since 1993, Peter oversees all operations as well as the individual portfolio construction of every client. High-net-worth individuals and families appreciate his hands-on, client-education approach.
Peter attended Baruch College and earned his Master of Science degree from the City College of the City University of New York. His broad-based experience includes leadership positions at David Lerner Associates, A.G. Edwards and Robert Thomas Securities. A father of three, Peter resides with his wife in Westport, CT. He enjoys music, reading, sailing and his children and granddaughters.
Job Titles:
- LPL Registered Representative
Tristan has worked in the financial services industry for over 19 years, six of them as an advisor. After interning at Webster Investment Services and getting licensed with Edward Jones, he quickly realized the benefits of independence to his clients and joined LPL Financial in 2012. As an Independent Wealth Advisor, Tristan provides objective financial advice and aligns his interests with his clients. With over two decades of customer service exposure in his career, he brings strong communication and collaboration skills to each tailored client experience, methodically building long-term relationships. Tristan attended the University of Connecticut, where he studied engineering and economics receiving his B.A. degree. He currently serves on the board of his fraternity's elder association, is a member of numerous academic honor societies, and an active volunteer in the community. He lives in Trumbull, CT with his wife and twin toddlers.