Peak Financial Management
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
Peak Financial Management List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Peak Financial Management. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Peak Financial Management Employees
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.
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
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
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
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
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
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