Peter has over 14 years of experience in the investment industry. He educates his clients and helps develop and implement strategies for building wealth and realizing their goals. 

Peter holds a bachelor’s degree from the Whittemore School of Business and Economics at the University of New Hampshire. Peter has also earned the Chartered Retirement Planning Counselor^SM certification from the College for Financial Planning and has been recognized a Forbes Best-In-State Wealth Advisor from 2021 - 2024*. Peter has also been named as a Five Star Wealth Manager for years 2015–2023**. 

Peter lives in Charlestown, Massachusetts. He enjoys spending time with his family and his hobbies include golf, skiing and travel.

CA Insurance License Number: 0K06847. Resident State MA.

*2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com) 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22. 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21. 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20. The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

** This award was issued each year on the evaluation process below. 

The Five Star Wealth Manager award was issued on 02/01/2024 by Five Star Professional (FSP) for the time period 04/10/2023 through 10/31/2023. The Five Star Wealth Manager award was issued by Five Star Professional (FSP). Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. 

Award Issued on 2/01/2024 by Five Star Professional (ESP) for the time period 04/10/2023 through 10/31/2023, 4,221 Boston area wealth managers were considered for the award: 580 (13 % of candidates) were named Five Star Wealth Managers

Award Issued on 2/01/2023 by Five Star Professional (ESP) for the time period 05/23/2022 through 01/06/2023, 3923 Boston area wealth managers were considered for the award: 578 (15 % of candidates) were named Five Star Wealth Managers

Award Issued on 2/01/2022 by Five Star Professional (ESP) for the time period 05/24/2021 through 11/19/2022, 3580 Boston area wealth managers were considered for the award: 463 (13 % of candidates) were named Five Star Wealth Managers

Award Issued on 2/01/2020 by Five Star Professional (ESP) for the time period 05/24 / 2019 through 11/19/2019, 3580 Boston area wealth managers were considered for the award: 463 (13 % of candidates) were named Five Star Wealth Managers

Award Issued on 2/01/2019 by Five Star Professional (FSP) for the time period 05/24/2018 through 11/19/2018. 3619 Boston area wealth managers were considered for the award; 566 (16 % of candidates) were named Five Star Wealth Managers

Award Issued on 2/01/2018 by Five Star Professional (FSP) for the time period 05/24/2017 through 11/19/2017. 2819 Boston area wealth managers were considered for the award; 532 (19 % of candidates) were named Five Star Wealth Managers

Award Issued on 2/01/2017 by Five Star Professional (FSP) for the time perfod 05/24/2016 through 11/19/2016. 2457 Boston area wealth managers were considered for the award; 623 (25 % of candidates) were named Five Star Wealth Managers

Award Issued on 2/01/2016 by Five Star Professional (FSP) for the time period 05/24/2015 through 11/19/2015, 2530 Boston area wealth managers were considered for the award; 632 (25 % of candidates) were named Five Star Wealth Managers

Award Issued on 2/01/2015 by Five Star Professional (FSp) for the time period 05/24/2014 through 11/19/2014. 3542 Boston area wealth managers were considered for the award; 801 (23 % of candidates) were named Five Star Wealth Managers