Designation, Retirement Plans

Donor 1

Brian Grossman ’04 is the epitome of a young Peddie alumnus. As an active class agent, Bell Society member and member of the Peddie Leadership Council, Brian brings his pride and love of Peddie with him wherever he goes. A 2004 graduate, Brian moved to New York City to study economics at Columbia University. Shortly after receiving his bachelor’s degree, he was offered a job with Lehman Brothers and then BNY Mellon. Today, he is a financial advisor employed by UBS Financial Service in New York City. He has vast expertise in wealth management and understands the importance of planning for the future. In 2013, Brian joined the Bell Society by designating a percentage of his 401(k) to Peddie. He attends Bell Society receptions each fall in New York.

"It's never too early to plan for the future and remember Peddie. My qualified retirement plan at work was an easy way for me to jumpstart my personal savings and, by naming Peddie as a beneficiary, to do something meaningful for the school I love," said Brian.