Peter has over 27 years experience in the trust and investment management industry, and is responsible for the administration of client services for both new and existing relationships. From 1980 to 2002, Peter was a Vice President and Senior Financial Advisor with the Banknorth Investment Management Group organizations. At Banknorth, Peter was the Market Manager and Senior Trust Officer responsible for the administration of high net worth personal, institutional and non-for-profit relationships in North Central MA. Prior to joining Banknorth, he was an Administrative Officer for Chase (Connecticut) in Danbury, CT, and began his trust career in 1975 as a Trust Tax Account for Mellon Bank-Northeast in Stroudsburg, PA. Peter is Campaign Chairman for the Leadership Giving Division of the United Way of North Central MA, and serves on the membership committee of their Alexander de Tocqueville Society. He is a member of the Worcester County Business and Estate Planning Council, Montachusett Estate Planning Council and Worcester Economic Club. In addition, he also serves on the Board of Directors for the Mt. Wachusett Community College Foundation. Peter is both a Certified Trust and Financial Advisor (CTFA) and a Certified Financial Services Counselor (CFSC). Peter received his BS from Manhattan College and also graduated from the National Graduate Trust School at Northwestern University. |