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Peter Donisanu

Pittsburgh, PA
Verified Identity

Chief Investment Officer, Private Wealth Manager at

Franklin Madison Advisors

Years of Experience

17 years

Average Client Size

$1,000,000

Member Since

2023

Allow Me to Introduce Myself

At Franklin Madison Private Wealth, we help tax-sensitive pre-retirees and retirees turn “we’re fine” into “we’re intentional.” You’ve done the hard part. You built meaningful wealth. The challenge now is deciding how to use it wisely, reduce lifetime taxes, and feel confident you’re choosing the r...

One thing I want my clients to know about me is...

I am very particular about who I work with because I’m personally invested in helping clients see goals come to reality. My approach centers on building a trusting relationship and treating each client with the personalized attention they deserve.

Clientele

High Net Worth Individuals
Corporate Executives
Tech Employees
Business Owners
Wealthy Families
Inheritors
Retirees

You know how some people are great at managing money, but end up losing track of their wealth due to lack of time? Busy careers, more responsibilities at home, or demanding passion pursuits can cause you to lose sight of your finances. I help accomplished professionals like you simplify your complex financial life, get your financial house in order, and keep it that way forever.

Services Provided

Specialties and Expertise

Credentials and Designations

Pricing Models

Education

The American College

Certified Financial Planner Education

Obtained in 2018

City University of Seattle

Masters of Business Administration with an Emphasis in Finance

Obtained in 2008

Western Governors University Texas

Bachelors of Business Administration

Obtained in 2006

Previous Work Experience

Wells Fargo Investment Institute

Senior Investment Strategy Analyst

2001 - 2019

Disclosures and Proof of License

SEC Profile

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Profile Last Updated: January 27, 2026