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Cfp Peter Mitrano Cfa
Cfp Peter Mitrano Cfa
Vice President - Senior Financial Counselor | The Colony Group
Boston, Massachusetts, United States
Cfp Peter Mitrano Cfa
Summary
Peter Mitrano is a seasoned financial professional with a strong background in wealth management and financial counseling. As a Principal and Senior Financial Counselor at The Colony Group, he leverages his expertise in asset allocation, retirement planning, and tax strategy to empower clients in achieving their financial goals. With certifications including CFP and CFA, Peter is recognized for his comprehensive approach to financial advisory. His experience spans over two decades, having held key positions at notable firms such as Mintz Levin and Merrill Lynch. He has been awarded the Five Star Wealth Managers recognition multiple times, highlighting his commitment to excellence in client service. Peter is passionate about multi-generational planning and charitable giving, reflecting his belief in the importance of legacy and community impact. Based in Boston, he is an active member of the local financial community, contributing to discussions on best practices and emerging trends.
Cfp Peter Mitrano Cfa
Work Experience
Vice President - Senior Financial Counselor at
The Colony Group
July 2012 - Present
Senior Financial Advisor at
Mintz Levin Financial Advisors
October 2005 - June 2012
Financial Advisor at
Legg Mason Wood Walker
January 2004 - January 2005
Account Officer/A.V.P Structured Finance Group at
Us Bank
January 1998 - January 2004
Financial Consultant at
Merrill Lynch/Wfc/L. Inc.
January 1995 - January 1997
Vice President - Senior Financial Counselor at
The Colony Group
Present
Cfp Peter Mitrano Cfa
Education
University of Massachusetts at Lowell, Bachelor Of Science In Business Administration
January 1987 - January 1991
Frequently Asked Questions about Cfp Peter Mitrano Cfa
What is Cfp Peter Mitrano Cfa email address?
Cfp Peter Mitrano Cfa's primary email address is ********@thecolonygroup.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Cfp Peter Mitrano Cfa work for?
Cfp Peter Mitrano Cfa is a Vice President - Senior Financial Counselor at The Colony Group, a company specializing in Functions related to depository banking.
Where Cfp Peter Mitrano Cfa graduated from?
Cfp Peter Mitrano Cfa holds a degree in Finance from University of Massachusetts at Lowell.
How can I directly contact Cfp Peter Mitrano Cfa?
To contact Cfp Peter Mitrano Cfa directly, you can use the email address ********@thecolonygroup.com. Complete contact information is available upon registration with Muraena.
Who is Cfp Peter Mitrano Cfa?
Peter Mitrano is a seasoned financial professional with a strong background in wealth management and financial counseling. As a Principal and Senior Financial Counselor at The Colony Group, he leverages his expertise in asset allocation, retirement planning, and tax strategy to empower clients in achieving their financial goals. With certifications including CFP and CFA, Peter is recognized for his comprehensive approach to financial advisory. His experience spans over two decades, having held key positions at notable firms such as Mintz Levin and Merrill Lynch. He has been awarded the Five Star Wealth Managers recognition multiple times, highlighting his commitment to excellence in client service. Peter is passionate about multi-generational planning and charitable giving, reflecting his belief in the importance of legacy and community impact. Based in Boston, he is an active member of the local financial community, contributing to discussions on best practices and emerging trends.
Cfp`s contact details
********@thecolonygroup.com
Colleagues
Managing Director
Vice Chairman at The Colony Group
Senior VP, Business Management
Managing Director
Chief Investment Officer, Institutional Advisory Practice
Vice President, Information Technology
Chief Investment Officer - Family Office Practice
Managing Director, Business Integrations & Technology Strategy
Chief Operating Officer and Legal Counsel
President of Client Services