Peter G. Carolan
Managing Partner
Senior PIM Portfolio Manager
CERTIFIED FINANCIAL PLANNER®
Accredited Asset Management Specialist
Chartered Retirement Planning Counselor
Accredited Domestic Partnership Advisor
Sports and Entertainment Accredited Wealth Management AdvisorTM
CA Insurance License Number: 0G39152
Resident State: CT
All Encompassing Wealth Management
- Investment Planning & Asset Allocation
- Retirement Planning
- Lending & Liability Management through Wells Fargo Bank Affiliates
- Insurance Needs & Risk Management
- Non-Profit Foundations & Endowments
- Estate Investment Planning
- Stock Option Analysis & Executive Compensation
- Social Security Analysis
- Family Dynamics & Life Events
About Peter
Background
Peter is the Managing Partner & Founder of Stelvio Private Wealth. His practice works with a select contingent of high-net-worth individuals, families, non-profit foundations, and endowments, focusing on holistically managing all aspects of their financial well-being. Peter is a CERTIFIED FINANCIAL PLANNER® professional as authorized by the Certified Financial Planner Board of Standards (CFP® Board). He also holds the Accredited Asset Management SpecialistSM designation which dives into other areas of wealth management and requires in-depth knowledge of the investment planning process. Similarly, he has attained the Chartered Retirement Planning CounselorSM designation and Accredited Domestic Partnership AdvisorSM designation.
Experience
Peter attended Santa Clara University, earning a Bachelor of Science Degree in Finance with a Minor in Italian Studies. He formed Stelvio Private Wealth in February 2021 after 13 years at Wells Fargo Advisors in San Francisco & Walnut Creek as a Managing Director – Investments. Peter also previously spent time in New York City with Merrill Lynch's Private Client Group.
Accomplishments
Peter was recognized by Forbes for five straight years, from 2019 to 2023, as one of Northern California’s “Best-in-State Wealth Advisors”. In 2025, he received one of the “Best-in-State Wealth Advisors” accolade for Connecticut. Also in 2025, AdvisorHub chose Peter as one of “100 Solo Advisors to Watch”. Similarly, on six occasions, Forbes has recognized Peter as one of the “Top Next-Generation Financial Advisors”. Lastly, for the years 2014 through 2025, he was recognized as a "Premier Advisor", now known as the “Platinum Council”, at Wells Fargo Advisors.
Away from the office
A dual citizen of Italy, Peter grew up in Mendham, New Jersey, where he attended Delbarton High School. While in high school, he was a competitive cyclist and two-time NJ state champion. Outside of the office, he enjoys travel, skiing, golf, and is still competitive in cycling & triathlon, racing with The Olympic Club out of San Francisco. The island of Sardegna, in Italy, and Carnelian Bay, Lake Tahoe, are among his favorite places to relax. He resides in Darien, Connecticut, with his wife Katelyn, children Mia & Carter, and golden retriever Leo.
2025 Forbes Best-In-State Wealth Advisors: Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23 - 6/30/24 (Source:Forbes.com). 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22 (Source: Forbes.com). 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21. • 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20. 2020 Forbes Best-In-State Wealth Advisors: Awarded January 2020; Data compiled by SHOOK Research LLC based on the time period from 6/30/18 - 6/30/19. 2019 Forbes Best-In-State Wealth Advisors: Awarded February 2019; Data compiled by SHOOK Research LLC based on the time period from 6/30/17 - 6/30/18. The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. Fee paid for use of marketing materials.
2025 AdvisorHub Advisors to Watch: Awarded June 2025; Data compiled by AdvisorHub based on the time period from 12/31/23 - 12/31/24 (Source: AdvisorHub). The AdvisorHub 2025 Advisors to Watch (A2W) rating produced by AdvisorsHub is based on industry experience, assets under management, revenue, growth, compliance records, professionalism, and other criteria. Investment performance is not a criterion. Self-completed survey was used for rating. The rating is not related to the quality of the investment advice and is based solely on the disclosed criteria. A2W winners are then ranked into subcategories based on scale, growth and professionalism with each winner being ranked into only one subcategory. The 100 Solo Advisors ranking is a subcategory of the AdvisorHub 2025 Advisors to Watch rating and does not denote an additional rating. 1974 wealth managers were considered for the rating; 1000 (50.6% of candidates) were named 2025 AdvisorHub Advisors to Watch.
2022 Forbes Top Next-Gen Wealth Advisors: Awarded August 2022; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22 (Source: Forbes.com). 2021 Forbes Top Next-Gen Wealth Advisors: Awarded September 2021; Data compiled by SHOOK Research LLC based on the time period from 3/31/20 - 3/31/21. 2020 Forbes Top Next-Gen Wealth Advisors: Awarded July 2020; Data compiled by SHOOK Research LLC based on the time period from 3/31/19 - 3/31/20. 2019 Forbes Top Next-Gen Wealth Advisors: Awarded June 2019; Data compiled by SHOOK Research LLC based on the time period from 3/31/18 - 3/31/19. 2018 Forbes Top Next-Gen Wealth Advisors: Awarded July 2018; Data compiled by SHOOK Research LLC based on the time period from 3/31/17 - 3/31/18. 2017 Forbes Top Next-Gen Wealth Advisors: Awarded July 2017; Data compiled by SHOOK Research LLC based on the time period from 3/31/16 - 3/31/17. Fee paid for use of marketing materials. The Forbes Top Next-Gen Wealth Advisors rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
For years 2023 & prior, the Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structures.