ĀÜĄņĀŅĀ×

Peter is a Senior Wealth Advisor and a Principal of The Colony Group and has extensive experience in comprehensive financial planning for high net worth clients, focusing on investments, retirement, education funding, insurance, taxes, and estate planning. He has presented in front of corporate audiences on a variety of financial planning topics with a focus on investment management.

Peter was included in Boston Magazineā€˜s list of ā€œFive Star Wealth Managersā€ for 2010, 2011, and 2012*. He is a CERTIFIED FINANCIAL PLANNERā„¢ practitioner, an Accredited Asset Management Specialist, a member of the Boston Security Analysts Society, and holds the Chartered Financial AnalystĀ® designation.

Peter graduated, summa cum laude, from the University of Massachusetts at Lowell with a BSBA in Finance.