Peak Financial Management

Description

Address: 20 William St Suite 135, Wellesley, MA 02481 Hours: Closed ⋅ Opens 9AM Monday9AM–5PMTuesday9AM–5PMWednesday9AM–5PMThursday9AM–5PMFriday9AM–5PMSaturdayClosedSundayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (781) 487-9500: : : Category: : : Place name: : Website: Website: http://www.peak-financial.com/ Category: Investment service Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Peak Financial Management Posting publicly on the Web Write a review Reviews"I will highly recommend this group." "Management is a mess and they do not make any money on investments." "We are very happy with there services and knowledge ." View all Google reviews

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Peak Financial Management Employees

Employee
Years
Job
Industry
Lorraine Chong, CFA, CAIA Lorraine Chong, CFA, CAIA Greater Boston Area Details
Lorraine Chong, CFA, CAIA's Peak Financial Management Experience 2010 - 2012
Job Director of Research at Weston Financial
Industry Investment Management
Experience
Weston Financial  2013 - 2014
Peak Financial Management   2010 - 2012
Fidelity Investments  1998 - 2007
Fidelity Investments  1996 - 1998

Skills
Asset Allocation, Portfolio Optimization, Mutual Funds, ETFs, Equity Research, Alternative Investments, Tactical Asset..., Technical Analysis, Team Management, Project Management, Asset Management, Equities, Hedge Funds, Investment Management, Investment Strategies, Securities, Wealth Management

Education
The University of British Columbia
B.A.

Lucas Morison Lucas Morison Greater Boston Area Details
Lucas Morison's Peak Financial Management Experience June 2013 - January 2014
Job General Investigations Specialist at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network  December 2014 - Present
Peak Financial Management   June 2013 - January 2014
Vector Marketing  December 2010 - June 2011

Skills
Microsoft Excel, Financial Analysis, Teamwork, PowerPoint, Finance, Research, Leadership, Accounting, Microsoft Word, Financial Accounting, Financial Reporting, Microsoft Office, Budgets, Time Management, Social Media

Education
Bentley University   2010 — 2014
Bachelor of Science (BS), Corporate Finance and Accounting

The Governor's Academy   2006 — 2010

Neel Tiku Neel Tiku Greater Boston Area Details
Neel Tiku's Peak Financial Management Experience November 2007 - Present
Job Wealth Advisor at Peak Financial Management
Industry Financial Services
Experience
Peak Financial Management   November 2007 - Present
Brown Brothers Harriman  January 2003 - January 2005

Skills
Investments, Asset Allocation, Portfolio Management, Equity Research, Mutual Funds, Emerging Markets, Alternative Investments, Asset Managment, Asset Management, Equities, Financial Modeling, Fixed Income, Hedge Funds, Investment Management, Marketing, Investment Strategies

Education
The Johns Hopkins University   1999 — 2002
B.A., International Relations and Finance

Middlesex School   1995 — 1999

James Sichenzia James Sichenzia Boston, Massachusetts Details
James Sichenzia's Peak Financial Management Experience June 2012 - Present
Job Assistant Portfolio Manager at Peak Financial Management
Industry Investment Management
Experience
Peak Financial Management   June 2012 - Present
Newport Private Partners   June 2011 - August 2012

Skills
Alternative Investments, Asset Allocation, Financial Analysis, Microsoft Excel, Hedge Funds, Fixed Income, Research, Excel, Investments, Equity Research Analysis, Microsoft Office, Data Analysis, Public Speaking, Event Planning, Customer Service, Bloomberg, Portfolio Management, Valuation, Bloomberg Terminal, Market Research, Fund Of Funds, US Equities, Asset Management, Financial Modeling, Mutual Funds, Financial Reporting

Education
University of Rhode Island   2008 — 2012
Bachelor of Science, Finance

University of Rhode Island - College of Business Administration   2008 — 2012
Finance, Minor in Economics, and Computer Science

Darren Vieira Darren Vieira Washington D.C. Metro Area Details
Darren Vieira's Peak Financial Management Experience 1997 - 1997
Job Attorney at US Securities and Exchange Commission
Industry Law Practice
Experience
US Securities and Exchange Commission  AttorneyO'Melveny & Myers LLP2004 - 2007
O'Melveny & Myers   2004 - 2007
Ernst & Young  1999 - 2001
Peak Financial Management   1997 - 1997
Tandem Financial Services   1996 - 1996
Brookwood Securities   1995 - 1995

Skills
Securities Regulation, Corporate Governance, Corporate Law, Securities

Education
Georgetown University Law Center   2001 — 2004
JD, Law

Bentley University   1994 — 1997
B/S, Economics-Finance

Pran Tiku Pran Tiku Greater Boston Area Details
Pran Tiku's Peak Financial Management Experience 1991 - Present
Job Principal and Founder at Peak Financial
Industry Investment Management
Experience
Peak Financial Management   1991 - Present

Skills
Investment Management, Special expertise In..., Investments, Asset Management, Asset Allocation, Program Management

Education
University of Missouri-Rolla   1967 — 1968
Bachelor's Degree, Metallurgical Engineering

Kerry Luria Kerry Luria Lexington, Massachusetts Details
Kerry Luria's Peak Financial Management Experience September 2009 - September 2014
Job Managing Director Advisor Service at Lexington Wealth Management
Industry Investment Management
Experience
Lexington Wealth Management  September 2014 - Present
Peak Financial Management   September 2009 - September 2014
Peak Financial Management   April 2005 - September 2009
Peak Financial Management   April 1999 - April 2005
Peak Financial Management   August 1996 - April 1999
Keystone Investments  May 1995 - August 1996
Boston University  January 1989 - May 1995

Skills
Investment Management, Personal Financial...

Education
University of Massachusetts Boston   1991 — 1994
Bachelor of Science (BS), Management, Summa Cum Laude

Newbury College
Pastry Arts Certificate