Email Me
$6.9 trn
UBS Group invested assets
As of 10/29/2025
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
Year-end charitable giving
As we approach the end of the year, you may be thinking about the charitable contributions you’d like to make. Learn how a donor-advised fund (DAF), can support your favorite charities in a flexible, tax-efficient and cost-effective manner.
For personalized service and more information on how a DAF can fit into your charitable giving plans, contact our team today.
$6.9 trn
UBS Group invested assets
As of 10/29/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
