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$6 trn
UBS Group invested assets
As of 12/31/2024
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.
Senior Vice President–Wealth Management
Peter is a Senior 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
Senior Vice President–Wealth Management
Peter is a Senior 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
Support and resources
Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.
Learn how you can get involved and make an impact through the UBS Optimus Foundation.
The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
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