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 About Kanaly
 Peter Ip |
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Peter Ip is a Senior Vice President and Trust Officer with Kanaly. In his position, he manages the long-term investment strategies and personal financial programs of his clients. This encompasses approximately 160 trust, estate, and individual investment accounts with over $250 million in assets under management. He is responsible for managing the personal financial affairs of his clients, including estate planning, insurance, investments, income taxes, education funding, employee benefits and other financial needs as they arise. Peter is a graduate of the University of Houston with a Bachelors’ degree in Business Administration - Finance. Thereafter, he attended Texas Regional Trust School at Southern Methodist University in Dallas, Texas and the National Graduate Trust School at Northwestern University in Chicago, Illinois. He is a CERTIFIED FINANCIAL PLANNERTM practitioner and a Certified Trust and Financial Advisor (CTFA). Before joining Kanaly in 1988, Peter worked as a Financial Analyst for an individual financial planning firm where he was responsible for developing financial plans for clients. Peter is a member of the Financial Planning Association (FPA), the Institute of Certified Bankers, and the Houston Estate and Financial Forum (HEFF). |
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