This site is part of the Informa Connect Division of Informa PLC

This site is operated by a business or businesses owned by Informa PLC and all copyright resides with them. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales. Number 3099067.

Wealth Management EDGE
June 10 - 12, 2025
The Boca Raton ResortBoca Raton, FL

Peter Lazaroff
Chief Investment Officer at Plancorp
Speaker

Profile

Peter Lazaroff, CFA, CFP® is the author of Making Money Simple and Chief Investment Officer at Plancorp, a national wealth management firm with nearly $6 billion in assets under management. As chair of the Investment Committee, Peter is responsible for overseeing the development, implementation, and communication of investment strategy. Peter also hosts of The Long-Term Investor podcast, while regularly contributing articles to The Wall Street Journal and Forbes. Investopedia has named Peter to the Top 100 Most Influential Advisors in the U.S. for the past five years, ranking him among the Top 10 in 2021 and 2022.