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Peter Frisch

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Peter Frisch

Dean of Students | Steward Partners

Massachusetts, Boston, United States

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Peter Frisch

Summary

Peter Frisch is a seasoned wealth manager and partner at Steward Partners, where he specializes in asset management and retirement income planning. With a robust educational background that includes degrees from Wesleyan University and Harvard, he brings a unique blend of philosophical insight and practical financial expertise to his clients. His career spans several decades, having held senior positions at Wells Fargo Advisors before joining Steward Partners. Peter's commitment to integrity and accountability shapes his approach to wealth management, ensuring that clients receive personalized and well-informed investment strategies. He is passionate about helping families and multigenerational investors secure their financial legacies. His deep understanding of risk management and wealth transfer strategies further enhances his ability to guide clients through complex financial landscapes. Outside of his professional endeavors, Peter values education and continuous learning, which is evident in his academic achievements. He is based in Boston, Massachusetts, and is dedicated to making an impact in the financial advisory space.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Consulting Experience

Peter Frisch

Work Experience

💼

Partner, Managing Director at Steward Partners Investment Solutions, LLC at

Steward Partners Investment Solutions, LLC

April 2017 - Present

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Peter Frisch

Education

Harvard University Graduate School of Education, Master of Education

January 1988 - January 1989

Wesleyan University, BA, Philosophy

January 1978 - January 1982

Phillips Academy

January 1975 - January 1978

Long Island University/ C.W. Post Campus, Master of Arts (M.A.), History

January 1983 - January 1993

Frequently Asked Questions about Peter Frisch

What is Peter Frisch email address?

Peter Frisch's primary email address is ************@stewardpartners.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Peter Frisch work for?

Peter Frisch is a Dean of Students at Steward Partners.

Where Peter Frisch graduated from?

Peter Frisch holds a degree in null from Harvard University Graduate School of Education.

How can I directly contact Peter Frisch?

To contact Peter Frisch directly, you can use the email address ************@stewardpartners.com. Complete contact information is available upon registration with Muraena.

Who is Peter Frisch?

Peter Frisch is a seasoned wealth manager and partner at Steward Partners, where he specializes in asset management and retirement income planning. With a robust educational background that includes degrees from Wesleyan University and Harvard, he brings a unique blend of philosophical insight and practical financial expertise to his clients. His career spans several decades, having held senior positions at Wells Fargo Advisors before joining Steward Partners. Peter's commitment to integrity and accountability shapes his approach to wealth management, ensuring that clients receive personalized and well-informed investment strategies. He is passionate about helping families and multigenerational investors secure their financial legacies. His deep understanding of risk management and wealth transfer strategies further enhances his ability to guide clients through complex financial landscapes. Outside of his professional endeavors, Peter values education and continuous learning, which is evident in his academic achievements. He is based in Boston, Massachusetts, and is dedicated to making an impact in the financial advisory space.

Peter`s contact details

mail

************@stewardpartners.com

************@wfadvisors.com

Colleagues

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Erik Mathieson

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Brad Coyle

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Carl Gravina

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Peter Shanahan

Financial Advisor, Training Manager & District Manager

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Cary Kortze

Wealth Management Advisor

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Matthew Zitwer

Student Ambassador

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Wes Devoe

Financial Advisor

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Linda Rozycki

Assistant Manager

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