Todd Peters - Adviser Investments

Todd Peters

Senior Vice President

Todd is a member of Adviser Investments’ Portfolio Review Committee and a portfolio executive. He also serves as a liaison between our research and account management teams. Todd joined Adviser Investments when the firm acquired Kobren Insight Management (KIM) in 2011. Todd got his start in the financial services industry in 1982—prior to joining KIM in 1993, he spent six years as a registered representative for Fidelity and four years as a compliance specialist with Financial Services Corporation. He has been honored twice in Boston magazine as a Five Star Wealth Manager (2012, 2013). Todd holds a B.A. in finance from the University of Toledo as well as the Chartered Financial Analyst designation, and is a member of the CFA Institute and the Boston Security Analysts Society (BSAS).

Disclosure: Five Star Professional, as a third party research firm, identified pre-qualified award candidates based on industry data and contacted all identified broker dealers, Registered Investment Advisor firms and FINRA-registered representatives to gather wealth manager nominations. Self-nominations are not accepted, although a firm may nominate up to 10% of its employees. The Award does not evaluate the quality of services furnished to clients and it is possible that the recipient may have received unfavorable ratings from those surveyed. For the full disclaimer please click here or for more information on the Five Star award and the research/selection methodology, go to www.fivestarprofessional.com.

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