Joshua Peabody

Joshua Peabody

Manager of Private Investments
Office: Boston, MA

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.