Scott R. Peterson, CFA, CTFA, AEP

Vice President, Relationship Manager

Joined
GW&K
2022

Industry
Experience
31 Years

Responsibilities

Scott is a Relationship Manager in GW&K’s private client group responsible for building relationships with new clients, helping clients build portfolios to meet specific investment objectives, and providing ongoing service. With nearly 30 years of experience in client relationship management and financial planning, Scott has the knowledge and appreciation for understanding the needs of clients, helping them to achieve their lifestyle and wealth transfer goals.

Prior Work Experience

Prior to joining GW&K, Scott served as a senior portfolio manager for BNY Mellon Wealth Management. He worked with high-net-worth clients to design and implement asset allocation strategies and financial plans that meet their unique circumstances, risk tolerance, goals and objectives. Early in his career Scott worked at JP Morgan Chase & Co., GE Capital Corporation, and Bank of America/FleetBoston Financial.

Education

Scott received his BA in Economics from Tufts University and earned his MBA in Finance from the Boston University. He is a CFA® charterholder and holds the Certified Trust and Fiduciary Advisor (CTFA) and Accredited Estate Planner (AEP) certifications.  He is also a member of the CFA Institute, CFA Society Boston, Boston Security Analyst Society, Boston Estate Planning Council, and Boston Economics Club.

What excites me most about my position is...
Helping clients reach their financial goals is incredibly satisfying. Everything I do is with my clients’ needs and goals in mind. Money, though many of us don’t like to admit it, is an important component in all of our lives. It ensures we have food, shelter, and are able to provide for our families. There is no better feeling than helping people gain financial knowledge and feel more at ease with their financial strategies. I love getting to be a part of their journey.

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