Peter Mitrano Cfa, Cfp®
About Peter Mitrano Cfa, Cfp®
Peter Mitrano is a Vice President and Senior Financial Counselor at The Colony Group, where he has worked since 2012. He specializes in comprehensive wealth management services, multi-generational planning, and education funding, and holds several professional designations including CFA and CFP®.
Work at Colony
Peter Mitrano has served as Vice President - Senior Financial Counselor at The Colony Group since 2012. In this role, he provides comprehensive wealth management services tailored for high net worth individuals and families. His responsibilities include assessing insurance needs and developing financial strategies that encompass multi-generational planning and education funding. The Colony Group is located at Two Atlantic Avenue, Boston, MA 02110.
Education and Expertise
Peter Mitrano studied at the University of Massachusetts Lowell, where he earned a Bachelor of Science in Business Administration with a focus on Finance from 1987 to 1991. He also pursued further education at Boston University. Mitrano holds the Accredited Asset Management Specialist (AAMS) designation, which underscores his expertise in financial management and planning.
Background
Prior to his current position, Peter Mitrano worked as a Financial Consultant at Merrill Lynch from 1995 to 1997. His experience in the financial sector spans several years, contributing to his extensive knowledge in wealth management and financial counseling.
Professional Memberships
Peter Mitrano is a member of the Boston Security Analysts Society, which connects professionals in the investment and financial analysis community. This membership reflects his commitment to staying informed about industry trends and best practices in financial counseling.
Areas of Specialization
Peter Mitrano specializes in insurance needs assessment, covering life, disability, property and liability, and long-term care. He also focuses on multi-generational planning and education funding, helping clients navigate complex financial landscapes to achieve their goals.