Peter Wernau is a financial advisor at Wernau Asset Management in Gloucester, MA, with 22 years of industry experience. He holds a Series 65 designation and has previously worked at Back Bay Mortgage Brokers LLC. Outside of his advisory role, he is co-founder and owner of two private startup investment firms, Apricot Capital LLC and Fish City Capital LLC. Wernau Asset Management provides fee-based discretionary and non-discretionary investment management and consulting services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a value-oriented approach combining fundamental, cyclical, and technical analysis across various securities and offers active strategies including option-writing, short sales, margin trading, and other derivatives within separately managed accounts.

Jonathan Iannacone is a financial advisor at Wernau Asset Management with 11 years of industry experience. He holds a Series 65 designation and has been with Wernau Asset Management since 2014. In addition to his advisory role, he is the founder and CEO of Verge Advisors LLC, a business consulting firm serving private companies. Wernau Asset Management provides fee-based discretionary and non-discretionary investment management and consulting to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a value-oriented investment approach and offers services ranging from hourly consulting to family office planning for complex client needs.