Peter Sullivan

CFP^®

Wealth Advisor, Director

Peter has over 18 years of experience in financial services starting his career in the municipal bond department of H.C. Wainwright, Inc and then as a convertible bond analyst with Loomis Sayles LP. He left the area of finance for a time to pursue a passion in cycling but has since returned to the area of wealth management which he believes better suits his desire to directly help clients.

He earned a B.A. from Hamilton College which included studies abroad at Sydney University. He is Series 65 licensed and is a CERTIFIED FINANCIAL PLANNER® professional.

A native of Carlisle, Ma, he now resides in Acton, MA. A former competitive athlete in the realm of cycling and endurance sports, Peter can now typically be found running, skiing or snowshoeing with his dog on local trails or up north.