Peter is a steward for TwinFocus clients, and achieving their goals – guided by the maxims of prudence and professionalism – is his sole focus.
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 and 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. In that role he oversaw investments and ensured portfolios were consistently aligned with client-specific risk tolerances, while delicately navigating around other financial and tax objectives for private clients.
Peter earned a Bachelor of Science 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 is a CERTIFIED FINANCIAL PLANNER™. In addition he holds a Master of Science in Taxation from Bentley University’s Elkin B. McCallum Graduate School of Business.
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.