Peter Caruso Email & Phone Number

Managing Partner and Owner @ CHK Wealth Management

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Peter Caruso Location

Worcester, MA, US

Peter Caruso Work

2025 - now Managing Partner and Owner @ CHK Wealth Management
2009 - 2025 Financial Advisor @ Wells Fargo Advisors
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2005 - 2009 Vice President- Investments @ Smith Barney

1996 - 2005 Vice President - Investments @ Legg Mason
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1990 - 1992 Personal Banker @ shawmut bank

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Peter Caruso Education

College for Financial Planning
CFP®
2000 - 2003

Peter Caruso Skills

Wealth Management
Wealth Preservation Planning
Investments

Finance
Asset Allocation
Public Speaking
Risk Management
Business Succession Planning
Concentrated Stock Management
Fixed Income Strategies

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Peter Caruso Summary

Peter Caruso, based in Worcester, MA, US, is currently a Managing Partner and Owner at CHK Wealth Management. Peter Caruso brings experience from previous roles at Wells Fargo Advisors, Smith Barney, Legg Mason and shawmut bank. Peter Caruso holds a 2000 - 2003 CFP® @ College for Financial Planning. With a robust skill set that includes Wealth Management, Wealth Preservation Planning, Investments, Finance, Asset Allocation and more. Peter Caruso has 1 mobile phone numbers on RocketReach.

Peter Caruso Phone Numbers

Found 1 phone numbers

+1 508-847-XXXX

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Peter Caruso

Director Trust Investments at PSEG

Newark, NJ, US
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- pseg.com
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Peter Caruso

Senior Director, Bank FP and A at SoFi

New York, NY, US
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- gmail.com
- sofi.com
- yahoo.com
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- +1 508-847-XXXX
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- +1 510-271-XXXX
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Peter Caruso

Founder and CEO at AirMotion Sciences, Inc.

United States
3
- airmotionsciences.com
- hotmail.com
- att.net
5+
- +1 508-655-XXXX
- +1 508-560-XXXX
- +1 508-560-XXXX
- +1 508-653-XXXX
- +1 909-825-XXXX
- +1 781-545-XXXX
Peter Caruso Jr

Packaging Manager at Novonesis

Milwaukee, WI, US
3
- gmail.com
- novonesis.com
- chr-hansen.com
3
- +1 256-546-XXXX
- +1 262-619-XXXX
- +1 414-302-XXXX
Peter Caruso

Vice President - Production Services Specialist II at Bank of America

Homer Glen, IL, US
2
- me.com
- bofa.com
3
- +1 630-541-XXXX
- +1 708-301-XXXX
- +1 630-209-XXXX
Peter Caruso

Mechanical Engineer II at CONMED Corporation

Denver, CO, US
2
- conmed.com
- conmed.mx
1
- +1 773-623-XXXX

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