Five Star Wealth Manager 2012-2020
Peter is a Senior Wealth Advisor and a Principal of The Colony Group and has extensive experience in comprehensive financial planning for high net worth clients, focusing on investments, retirement, education funding, insurance, taxes, and estate planning. He has presented in front of corporate audiences on a variety of financial planning topics with a focus on investment management.
Peter was included in Boston Magazine‘s list of “Five Star Wealth Managers” for 2010, 2011, and 2012*. He is a CERTIFIED FINANCIAL PLANNER™ practitioner, an Accredited Asset Management Specialist, a member of the Boston Security Analysts Society, and holds the Chartered Financial Analyst® designation.
Peter graduated, summa cum laude, from the University of Massachusetts at Lowell with a BSBA in Finance.
*See important disclosures regarding awards and recognitions.