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Cfp Peter Mitrano Cfa

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Cfp Peter Mitrano Cfa

Vice President - Senior Financial Counselor | The Colony Group

Boston, Massachusetts, United States

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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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Sustainability

Organisational experience

Corporate Experience

Consulting Experience

Cfp Peter Mitrano Cfa

Work Experience

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Vice President - Senior Financial Counselor at

The Colony Group

July 2012 - Present

company logo

Senior Financial Advisor at

Mintz Levin Financial Advisors

October 2005 - June 2012

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Financial Advisor at

Legg Mason Wood Walker

January 2004 - January 2005

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Account Officer/A.V.P Structured Finance Group at

Us Bank

January 1998 - January 2004

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Financial Consultant at

Merrill Lynch/Wfc/L. Inc.

January 1995 - January 1997

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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

mail

********@thecolonygroup.com

Colleagues

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Pam Malek

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Paul Glass

Vice Chairman at The Colony Group

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Paul Shapero

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Aaron Bock

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Pierson Friend

Chief Investment Officer, Institutional Advisory Practice

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Evan Cohen

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Frank Brochin

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Garry Taylor

Managing Director, Business Integrations & Technology Strategy

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Gina Bradley

Chief Operating Officer and Legal Counsel

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Stephen Stelljes Jd Cfp

President of Client Services

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