Mark Peters

Mark Peters has extensive experience in the financial advisory industry. Mark served as the Managing Director at Pathstone, an independent advisory firm that offers wealth management and investment services to multigenerational families and institutions. Prior to their role at Pathstone, Mark was a Principal at Federal Street Advisors, a conflict-free wealth advisory firm that specializes in working with high net worth individuals, nonprofits, and foundations. Pathstone Federal Street was formed when Federal Street Advisors merged with Pathstone. Mark has expertise in working with clients in transition and generational wealth transfer, as well as aligning investments with values or mission.

Mark Peters holds a Master of Business Administration (MBA) degree with concentrations in Finance and Marketing from the University of Connecticut School of Business. Prior to that, they completed a Bachelor of Arts (B.A.) degree in Political Science from Colorado College. Additionally, Mark has obtained a certification as a Chartered Financial Analyst (CFA). No specific information regarding the institution or the year of certification is provided.