Josh O. Peteet

Portfolio Manager

Bowdoin College
AB, Computer Science
Dartmouth College, Thayer School of Engineering
MS and BE
Yale School of Management

Josh is a portfolio manager and a member of the investment committee. His primary responsibility is working with clients to help them achieve their investment goals through comprehensive wealth planning and investment management. Josh is located in our office in Wellesley, MA.

Previously, he was an assistant vice president in State Street’s investment and risk research group. Earlier, he was a senior associate at Greylock McKinnon Associates, an economic consulting firm in Cambridge, MA.