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Peter J.  Doherty, MBA

Peter J. Doherty, MBA

Financial Advisor

Empowering businesses, families and individuals to focus on what really matters  planning today for tomorrow  and charting the course to an enduring legacy. 

Peter Doherty joined The Bulfinch Group in July 2020 and works closely with individuals, families and small businesses to help develop and achieve mid and long-term financial goals.

After excelling for nearly a decade in a variety of managerial and consultative roles in both the finance and commercial real estate industries, Peter is transitioning this knowledge and perspective, realizing his true passion — helping others one-on-one with problem-solving and putting people on a better path to building wealth.

With a passion for helping others, Peter's mission is to consult with individuals and small business owners to discover their financial needs and implement plans with appropriate flexibility and protection. By assisting clients in creating an organized financial strategy, he is able to help them achieve their financial goals. Determined to help those that need financial guidance, he remains focused on informing and teaching individuals as they embark on their own financial journeys.

When Peter is not working, you can find him on the ski slopes or playing golf, continually perfecting his swing.

Peter earned his Bachelor of Science (B.S) in Finance from Merrimack College and his M.B.A. from UMass Amherst’s prestigious Isenberg School of Management. While at Merrimack, Peter served as the President of his fraternity, Phi Kappa Theta.

Entrepreneurs at heart, Peter and his wife Jessica launched a green tea business in May 2016 and most recently, donated 100% of all profits to The Boston Foundation’s COVID-19 Response Fund. A native of Walpole, MA, Peter and Jessica continue to reside in Walpole,  are active in the community and just welcomed a daughter Quinn.

 

Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian. CA Insurance License # 4077246