Meet our team

Peter joined the Beacon Wealth Management team with 10 years of experience in the financial services industry. Before working at RBC Wealth Management, he spent the first decade of his career at Bernstein, one of Wall Street’s leading sell-side research firms, as an equity salesperson. In this role, he covered some of the largest and most sophisticated institutional investors in the Boston area, including a variety of mutual and hedge funds.

Peter has always had a strong interest in financial markets, a passion that was further fueled by his major in quantitative economics. His experience in sales confirmed his dedication to building strong relationships with clients and helping them achieve their investment goals.

At Bernstein, he actively participated in broker alpha capture stock-picking programs and has been a top producer of alpha since 2020. Peter plans to leverage his background and experience to support the team in all aspects of portfolio management. His primary goal is to establish lasting relationships with clients, helping them to grow their wealth and helping provide peace of mind with their financial goals.

Peter graduated from Tufts University in 2015 with a Bachelor of Science degree in quantitative economics and received Academic All-American recognition as a varsity athlete. He holds his life and health insurance licenses and has passed the Series 7, 63 and 66 exams. Peter resides in Back Bay and has been volunteering with St. Jude Children’s Research Hospital since 2018. In his spare time, he enjoys staying active by skiing, golfing, playing tennis and paddle, and spending quality time with family and friends.