,CFA®, CFP®, MSF
As director of financial planning & analysis, Peter plays a key leadership role in advancing the firm’s financial strategy and growth agenda. He collaborates with senior leadership to help improve profitability, enhance performance, and turn complex financial data into actionable insights. With experience in budgeting, forecasting, and reporting, he brings both analytical depth and strategic clarity to the planning process.
Peter joined Modera in 2012 as a portfolio administrator and later served as a senior investment analyst before settling into his director role. He graduated from Boston College with a Bachelor of Arts degree in mathematics and economics and earned a Master of Science in finance from Syracuse University. Peter holds the Chartered Financial Analyst® certification, the CERTIFIED FINANCIAL PLANNER® certification and a Series 65 License. He is a member of the Boston Security Analysts Society, National Association of Personal Financial Advisors (NAPFA) as well as NAPFA Genesis.
Outside of Modera, Peter enjoys sports and staying active, especially playing golf and basketball. He looks forward to his annual family reunion in Saratoga, NY, and a summer trip to the coast of Maine. He lives in Boston with his wife and child.
What sparked your interest in financial planning? What fuels you every day in your work?
Our clients have worked hard, saved, taken risks, and developed expertise outside of their personal finances. We’re here to make sure they can make confident choices with which they are comfortable. One of my worries is that I’ll have done everything right, and then at retirement, will have missed one thing that derails my whole plan. Being able to provide that shield for others is what gets me up in the morning.
What’s the one thing people say you’re best at?
I think others would describe me as disciplined. Progress, even small moves forward, should be celebrated and I try to embrace the grind along the way.
How do you do good in your community?
My wife and I are both involved with Minds Matter Boston, an organization committed to supporting and preparing high-achieving, low-income high school students for college success. I started as a mentor about a year after moving to Boston, and after my mentee graduated high school, I moved into a program volunteer position supporting the organization’s other volunteers and participants. We’ll also go on “trash walks” where we’ll grab an item picker and a trash bag and walk around our neighborhood or park to pick up litter so everyone can enjoy a cleaner Boston.
When you retire you’re going to…?
I plan to volunteer and travel. Structure, purpose, and goals are essential to my happiness and well-being. At the same time, I’m excited to have the freedom, and hopefully funds, to travel the world. One of my fears is that when I lose the physical ability to travel, I’ll regret having stayed local too often or not having been spontaneous enough in my earlier years.
Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER®, Master of Finance
Syracuse University, M.S., Finance
Boston College, B.A., Mathematics and Economics 2011
