Peter Cahill specializes in providing comprehensive investment planning services to high-net-worth families, business executives, and professionals. As a CERTIFIED FINANCIAL PLANNER™ professional, Peter is dedicated to delivering personalized financial strategies that encompass investment strategy, risk management, tax-efficient investing, and estate planning strategies. He joined the Roy Tedeschi Schmidt Private Wealth in 2017, bringing valuable experience from his previous role at Columbia Threadneedle Investments. Peter has been recognized a Five Star Wealth Manager by Boston Magazine in 2023*.
Peter holds a Political Science degree from the College of the Holy Cross, where he was the captain of the Men’s Golf team. He continues to engage in competitive golf and is active in various community organizations. Peter’s commitment to excellence and personalized service ensures that each client receives tailored financial guidance.
Education and Credentials:
- College of the Holy Cross: BA in Political Science
- Certifications: CFP®
- Licenses: Finra Series 7, 63 & 65 Registrations, and Massachusetts Life, Accident, and Health Insurance
Personal Life and Interests:
- Enjoys playing golf competitively
- Volunteers for the Francis Ouimet Scholarship Association, Holy Cross Club of Greater Boston, and St. Sebastian’s Alumni Group
CA Insurance #4017006 Resident State MA
*This award was issued on 2/1/23 by Five Star Professional (FSP) for the time period 05/23/2022 through 01/06/2023. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed, or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com . Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Award issued on 2/1/23 by Five Star Professional (FSP) for the time period 05/23/2022 through 01/06/2023. 3,923 Boston-area wealth managers were considered for the award; 578 (15% of candidates) were named Five Star Wealth Managers.