Welcome to Pathstone.
775+ team members.*
Specialized expertise.
$185B+ in aggregate assets.**

We are pleased to share that Mill Creek Capital Advisors is now part of Pathstone. This combination supports Pathstone’s commitment to serving ultra-high-net-worth families, endowments, and foundations and builds on our established presence in the Philadelphia metro area.

Learn more here.

We are excited to share that Mill Creek is now part of Pathstone.


CHOOSE THE SITE EXPERIENCE MOST RELEVANT TO YOU:

Individuals & Families

An individual or family navigating the complexity of significant, multigenerational wealth and seeking a trusted partner for stewardship, strategy, and legacy.

Family Offices

A privately held company managing the financial, legal, and personal affairs of a wealthy family, providing tailored support with discretion and foresight.

Institutions

A mission-driven foundation, endowment, or organization seeking strategic financial oversight, governance support, and long term impact.

Peter is a Managing Director and shareholder based in Pathstone’s Boston office. He has been advising multi-generational families for over 30 years. Peter joins Pathstone after over 15 years with Morgan Stanley, where he co-led his team, serving approximately 50 families as an outsourced family office.  Prior to Morgan Stanley, Peter spent 15 years at Goldman Sachs where he advised many of the same families.

Peter is a founding member of Boston Medical Center Trust and recently served on the boards of The Mission Continues and Bottom Line. Peter received his MBA in 1994 from the Amos Tuck School of Business at Dartmouth College and earned his BS at the United States Naval Academy in 1985, where he played for the Navy hockey team. During his seven years of military service, Peter completed a post-graduate program in Nuclear Engineering, served as a nuclear engineering officer on the USS Long Beach, and taught engineering to newly commissioned officers. Peter lives in Wellesley, MA with his wife and dog and they have three children.

GROUP

Client Advisory

PRIMARY OFFICE

Boston, Massachusetts


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