Peter S. Woolley, CFA, CLU, ChFC

Peter feels fortunate to have found a career that he loves and to be able to engage every day in impactful work for clients and with so many talented, collegial partners. In recognizing the challenges facing many investors, he enjoys working with clients to build world-class investment programs.

Previous Role

Prudential Group Operations, Group Manager

Education, Credentials, and Memberships

• AB, Dartmouth College
• MBA, Boston College
• CFA^® charterholder, CFA Institute
• ChFC^®
• CLU^®

Community

Peter credits a lifetime of great experiences and opportunities to his college, town, and community; and he is proud to pay it forward.

His community and philanthropic activities include serving as a Dartmouth College Alumni Council Representative, Admissions Ambassador, and Board member for the Greater Boston Club; volunteering with two local Food Pantries; serving as a Medfield Lacrosse Board member and Treasurer; and coaching Medfield Youth Sports (soccer, baseball, basketball, football, and lacrosse).

Personally, he enjoys family; friends; food; exercise; skiing; wake surfing; snorkeling; hiking; tennis; golf; swimming; pets; gardening, travel; wine; and, making lists.

My goal each day is to find strategies and people that enhance the special culture we have at Meketa, and the excellent services we provide our clients.