Pete joined Crestwood in 2016 and serves as a Portfolio Manager and Director.
As a portfolio manager, Pete takes the time to understand people’s financial situations and tailors a long term plan that fits individual needs. Before transitioning to a role as Portfolio Manager, Pete was a member of the Crestwood research team, helping to build out risk-based portfolios.
Pete graduated from Providence College with a BS in Finance and holds the Chartered Financial Analyst and CERTIFIED FINANCIAL PLANNER™ designation. He is a member of the CFA Institute and the Boston Security Analysts Society.
Pete volunteers at the Greater Boston Food Bank, and enjoys playing golf and traveling in his free time. He resides in South Boston.