Peter F. Mawn

Before joining forces with Dakota, founding partner Peter Mawn enjoyed a long and diverse career that involved financial services, consumer products, and leading-edge technology at companies as varied as John Hancock, Converse Athletic Shoes, and Polaroid.

After 30 years in senior roles within the financial services industry with Fidelity Investments, John Hancock, and Sun Life Financial, Peter’s passion to build new businesses led him to help start a global hedge fund and to undertake a year of research into the affluent marketplace. During his research, one theme kept reemerging: Investors were seeking a financial advisor who could offer experience, trust, and outstanding client service, as well as additional wealth management services such as estate and retirement planning. As a result, Peter and his partners founded Oakmont Partners to provide a comprehensive investment and lifestyle management service that would address the individual needs of each investor and his or her family.

Peter’s many years of experience in personal trust services, capital markets, mergers and acquisitions, hedge funds, and private equity markets have provided an unparalleled resource for all of his valued clients. In 2018, Peter partnered with Dakota to provide his longtime clients and their families with personalized services, thoughtful counsel, and the most advanced investment thinking, for generations to come.

Outside of his professional life, Peter has completed the Boston Marathon three times and keeps himself active. His current pursuits include spending time with his family on the coast of Maine, travel, golf, biking, and coaching.