A. L. Hu
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Peter is also CEO and owner of J4P Associates, a real estate concern in Baltimore. Previously, he was Chairman and CEO of Dale Carnegie & Associates, the oldest training company in the world, with 200 offices in 90 countries on 6 continents, training in over 30 languages and publishing a variety of management training books worldwide. In 2014, Peter joined the Board of Directors of Sensor Diagnostics, a Canadian-based company whose technology is dedicated primarily to safe driving. His not-for-profit activities currently include The American Bible Society, Ascendant Community Development, Vista of 5th Org, the Order of the Holy Sepulchre and the Most Holy Trinity Church, where he is a Trustee. Peter has a B.A. from Georgetown University and an M.B.A. from the University of Chicago.
He has Bachelor’s Degree in Business Management from New York University Stern School of Business, and joined Merrill Lynch as a Financial Advisor in January of 1995. Merrill Lynch has recognized his commitment to his profession and clients with an appointment as Chairman to Merrill Lynch’s Advisory Council to Management, where he represented the interests of Financial Advisors and clients in a forum that is national in scope.
In 2017, he was named to The Financial Times Top 400 Financial Advisors for the 3rd consecutive year. His primary focus is goals based wealth management. Rocco also specializes in retirement, trust and estate planning services for individuals, corporations, small-mid size business owners and non-profit organizations.
Kristen also represents lenders in transactions utilizing the credit enhancement programs of Freddie Mac and Fannie Mae. As a former Affordable Housing Fellow at New York City’s Department of Housing Preservation and Development (HPD), and a former Assistant General Counsel at the New York City Housing Development Corporation (HDC),
Kristen has a wealth of experience working with city, state and federal agencies on affordable housing transactions involving tax credits, tax-exempt bonds and multiples sources of subsidy funds in New York City and throughout the United States. She also works with HPD to coordinate its Minority and Women’s Business Enterprises (MWBEs) Building Opportunities Workshops.
Prior to forming WFHG, John worked for 20 years at the New York City Department of Housing Preservation and Development. He served as First Deputy Commissioner of HPD for seven years, acting as Chief Operating Officer of the then-2,700 person, $1 billion annual budget organization, the largest municipal housing agency in the nation. Although he worked on a large variety of initiatives at HPD, he was responsible for managing multifamily properties for virtually his entire tenure at the agency.
In addition, John managed the City’s Code Enforcement efforts for eight years. He currently serves as Chairman of Ascendant Neighborhood Development. He has a Bachelor of Arts and a Master of City Planning from the University of Pennsylvania.
She has significant experience with launching sales for disruptive technologies in a variety of industries in including: Financial Data, Technology & Analytics, Interactive Media and Digital Technology, Impact Sourcing, Property Management & Real Estate, Mobile Commerce and Corporate Training & Online Education. Kris is a former Division I basketball player, and played at Brown University.
She has been a volunteer basketball coach since 2001 within the CYO and also works with Positive Coaching Alliance to lead workshops for youth sports organizations on how to build a positive youth sports experience for young athletes.