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$3.9 trillion
In invested assets globally
As of 12/31/2022
By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.
First Vice President–Wealth Management
Peter is a First Vice President - Wealth Management, Corporate Stock Benefit Consultant, and Portfolio Manager with UBS Financial Services, Inc. He joined The Callanan Group in 2004 where he has grown his wealth management practice through serving the financial needs of corporate executives and their families. His process is based on time tested principals of wealth planning, investment selection, risk management, and the protection of his clients' wealth for their future heirs.
Peter earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, a designation awarded by the Certified Financial Planner Board of Standards, Inc. to professionals that have completed extensive training and experience requirements and are held to rigorous ethical standards. He has also earned the professional designation of Chartered Financial Analysts® (CFA), one of the investment industry's most renowned and difficult designations to achieve for portfolio managers. He is a member of the CFA Institute and the Boston Security Analysts Society. He holds Series 7, 63, and 65 securities licenses, as well as, life and long-term care insurance licenses. Peter graduated with honors from Rensselaer Polytechnic Institute in Troy, NY with a B.S. in Management.
He lives in Hingham, MA with his wife Tori and their two boys, Reid and Jack.
Education
Credentials
First Vice President–Wealth Management
Peter is a First Vice President - Wealth Management, Corporate Stock Benefit Consultant, and Portfolio Manager with UBS Financial Services, Inc. He joined The Callanan Group in 2004 where he has grown his wealth management practice through serving the financial needs of corporate executives and their families. His process is based on time tested principals of wealth planning, investment selection, risk management, and the protection of his clients' wealth for their future heirs.
Peter earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, a designation awarded by the Certified Financial Planner Board of Standards, Inc. to professionals that have completed extensive training and experience requirements and are held to rigorous ethical standards. He has also earned the professional designation of Chartered Financial Analysts® (CFA), one of the investment industry's most renowned and difficult designations to achieve for portfolio managers. He is a member of the CFA Institute and the Boston Security Analysts Society. He holds Series 7, 63, and 65 securities licenses, as well as, life and long-term care insurance licenses. Peter graduated with honors from Rensselaer Polytechnic Institute in Troy, NY with a B.S. in Management.
He lives in Hingham, MA with his wife Tori and their two boys, Reid and Jack.
Education
Credentials
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
