Joshua Peabody
Education & Certificates
B.S., Bentley University
Professional Background
I have spent my entire career in the financial services industry working for some of the industry’s largest independent Wealth Management, Investment Consulting and Asset Management Firms. Most recently, I held positions focused on the development, implementation and execution of strategic initiatives that enhance business processes and the client experience. I began my career as a Client Advisor providing wealthy families with comprehensive financial planning and investment management services.
Personal Interests
Outside of work I enjoy spending time on the golf course, at the beach (fishing) or in the mountains (skiing) with my family and two dogs. I enjoy learning new things and taking on whatever home improvement project my wife and kids can come up with.