Peter is a Senior Client Advisor at the firm. In working with clients, he designs and implements comprehensive and dynamic wealth management plans. His approach includes investment management, wealth transfer strategies through estate planning and philanthropic initiatives, proactive tax planning, risk management, and family governance.
Prior to joining Ballentine, Peter was a Partner & Managing Director with TwinFocus Capital Partners, where he counseled clients on their families’ complete financial affairs using a multi-disciplinary approach in combining investment advisory with tax and estate planning strategies to deliver integrated solutions. During this time, he also played a critical role in the development and enhancement of many of the firm’s policies and procedures.
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® practitioner. In addition, he holds a Master of Science in Taxation from Bentley University’s Elkin B. McCallum Graduate School of Business.
During his free time, Peter can be found in the playgrounds and parks with his daughter in Boston’s Jamaica Plain neighborhood or hiking the trails with his dog.