Peter M Email & Phone Number

Director, Wealth Planner @ Crestwood Advisors

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Peter M Location

New York, NY, US

Peter M Work

2026 - now Director, Wealth Planner @ Crestwood Advisors
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2025 - 2026 Client Advisor @ Crestwood Advisors
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2024 - 2025 Vice President, Business Service Officer @ Morgan Stanley

2023 - 2024 Branch Leader @ Fidelity Investments
2021 - 2023 Financial Planning Consultant @ Fidelity Investments
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2020 - 2021 Relationship Manager @ Fidelity Investments
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2019 - 2020 Financial Representative @ Fidelity Investments
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2019 - 2019 Assistant Vice President Relationship Manager @ HSBC
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2018 - 2019 Private Client Banker @ JPMorgan Chase & Co.
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see less

Peter M Education

New York University
Certificate in Financial Planning
2022
Baruch College

Peter M Summary

Peter M, based in New York, NY, US, is currently a Director, Wealth Planner at Crestwood Advisors. Peter M brings experience from previous roles at Crestwood Advisors, Morgan Stanley and Fidelity Investments. Peter M holds a Certificate in Financial Planning @ New York University.

Peter M Phone Numbers

Found 1 phone numbers

+1 212-761-XXXX

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Top Crestwood Advisors Employees

John Morris

Co-Founder & Managing Partner at Crestwood Advisors

Boston, MA, US
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Leah Sciabarrasi

President and Managing Partner at Crestwood Advisors

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Katherine Sheehan

Managing Director, Wealth Strategist at Crestwood Advisors

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J. Costello

Managing Partner at Crestwood Advisors

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John Ingram

Chief Investment Officer at Crestwood Advisors

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Lou Albanese

Managing Director, Portfolio Manager at Crestwood Advisors

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Leigh Hurd

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Alex Lapointe

Director, Client Development at Crestwood Advisors

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Director of Operations at Crestwood Advisors

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Peter M

Director, Wealth Planner at Crestwood Advisors

New York, NY, US
1
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Ryan Kenny

Portfolio Manager at Crestwood Advisors

Boston, MA, US
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