Peter C. McManus, AIF^®, CPFA®

Grounded in Relationships, Driven by Purpose

Peter joined Bartholomew & Company in 2009, bringing more than 25 years of experience in the financial services industry. As Sr. Wealth Advisor and Retirement Plan Consultant, he focuses on personal wealth management and the design and oversight of 401(k) plans. He works closely with business owners to develop effective workplace retirement programs while helping employees prepare for their financial futures.

Peter began his career in 1984 at 30 Wall Street as a government bond specialist. At the time, interest rates were at 15 percent and the Dow Jones Industrial Average had just crossed 1,000. Since then, he has guided clients through multiple market cycles, including bull markets, downturns, and recoveries. After spending much of the 1980s in lower Manhattan, he relocated with his family to Stow, Massachusetts.

Peter holds FINRA Series 7, 63, and 66 securities registrations and is an Investment Adviser Representative of Commonwealth Financial Network®. He is also a licensed life insurance agent. In addition, he has earned the Accredited Investment Fiduciary® (AIF®) designation from Fi360 and has received formal training in investment fiduciary responsibility. He is a graduate of Hobart College.

Peter resides in Stow with his wife, Nancy. They have two grown sons who live in the Boston area. He is a former longtime member of both the Stow Finance Committee and the Stow Capital Planning Committee and remains actively involved in the community through nonprofit volunteering and fundraising.