Peter holds a Bachelor of Science degree in business administration from Northeastern University and is a graduate of the Securities Industry Institute from Wharton Business School. He has also achieved the Accredited Wealth Management (AWM) designation. Peter has over 33 years of experience in the financial services industry, and his experience combines institutional and retail investing. Peter began to focus on financial consulting 20 years ago when he was asked for his expertise and experience by friends and family members who had trust in him.
