DIRECTOR, CLIENT ADVISORY

Peter Gnall, MST, CFP®


Peter is a Director on the TwinFocus Client Advisory Team.  In working closely with clients, he delivers integrated wealth management strategies to achieve their goals.

Anchored in the belief that to deliver high quality bespoke advice, an adviser must be firmly committed to understanding the motivations behind each client’s aspirations.

DIRECTOR, CLIENT ADVISORY

Peter Gnall, MST, CFP®


Peter is a Director on the TwinFocus Client Advisory Team.  In working closely with clients, he delivers integrated wealth management strategies to achieve their goals.

Anchored in the belief that to deliver high quality bespoke advice, an adviser must be firmly committed to understanding the motivations behind each client’s aspirations.

HISTORY


Prior to joining TwinFocus, Peter advised high net worth individuals and families on matters of personal finance 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. In that role, he oversaw client portfolios to ensure they consistently aligned with specific risk-adjusted tolerances, while delicately navigating around other financial and tax objectives for private clients.

EDUCATION


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.

OUTSIDE THE OFFICE


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.