Peter Staunton, CFA, CFP is a First Vice President - Wealth Management, Corporate Stock Benefit Consultant, and Portfolio Manager with UBS Financial Services, Inc. in Boston, MA. With extensive training and experience, Peter provides financial planning services to corporate executives and their families, focusing on wealth planning, investment selection, risk management, and wealth protection for future generations.
Peter holds the CERTIFIED FINANCIAL PLANNER (CFP) certification and the Chartered Financial Analyst (CFA) designation, demonstrating his expertise in portfolio management. He is a member of the CFA Institute and the Boston Security Analysts Society. Peter graduated with honors from Rensselaer Polytechnic Institute and resides in Hingham, MA with his family.
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