Peter works passionately to deliver integrated wealth management strategies to TwinFocus families in order to achieve their goals. He believes that to deliver high quality bespoke advice, an adviser must be firmly committed to understanding the motivations behind each client’s aspirations.
Prior to joining TwinFocus, Peter served as a private wealth adviser for a boutique wealth management firm in Boston, specializing in tax and retirement planning and performing comprehensive due diligence on innovative wealth management trends. Peter started his career as a relationship manager for an investment advisory firm in Boston, overseeing client portfolios to ensure they consistently aligned with specific risk-adjusted tolerances, while delicately navigating other financial and tax objectives for private clients. Peter earned his bachelor’s degree in financial economics from Binghamton University (State University of New York at Binghamton). He is also a graduate of Boston University’s Financial Planning Program and a CERTIFIED FINANCIAL PLANNERTM. He holds a Master’s in taxation from Bentley University’s Elkin B. McCallum Graduate School of Business.
I like being able to alleviate the burdens and stress surrounding prudent and profitable decision-making. I enjoy listening for and learning the values and motivations of a client and translating it into plan of action.
I have a proclivity for immersion coupled with a thought process that feeds off logic and sequence.
It’s difficult to say with certainty and tempting to choose a heroic or lauded path. Remaining true to myself, I could see myself pursuing a profession in civil engineering.