While responsible for multiple areas of wealth management, Peter’s expertise is in counseling clients using a multi-disciplinary approach that combines investment advisory with tax & estate consulting.
Prior to TwinFocus, Peter advised high net worth individuals and families on personal finance matters while serving as a Private Wealth Adviser for a boutique wealth management firm in Boston. He specialized 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 where he oversaw investments, ensuring portfolios were consistently aligned with client-specific risk tolerances while delicately navigating around private clients other financial and tax objectives.
Peter resides in Boston’s Jamaica Plain neighborhood. As a new resident to this culturally diverse and eclectic community, Peter welcomes each opportunity to venture and embrace the varied offerings the people of “JP” provide.