Peter E. Simmons, President and Managing Shareholder, is a graduate of the University of Massachusetts at Dartmouth and Suffolk University Law School. He has spent his entire career working with individuals, foundations and institutions on investment management, tax and estate planning matters.
Mr. Simmons was formerly President of Wilmington Trust Company, Boston, President/CEO of Bingham Legg Advisors and a Director of Bingham McCutchen LLP. Mr. Simmons is a frequent commentator on investment issues and has been quoted in the Wall Street Journal, Boston Globe, Investment News, Bloomberg News and other media outlets. In addition, Mr. Simmons has made numerous appearances on CNBC's Closing Bell.
Matthew E. Simmons, Chief Compliance Officer, Wealth Advisor and Shareholder, graduated from the University of Tampa with a degree in business management. He gained experience in the finance industry as a securities analyst with a $2.5B investment firm in Boston. Matthew has almost a decade of experience within the investment management industry, including the areas of securities analysis, financial planning, wealth advisory, systems and compliance. Matthew has also spent time in the technology sector having worked with a software development firm in Tampa, FL. He is responsible for all systems, reporting, clients services, and regulatory compliance.
Ian Browning, Investment Associate, graduated from Northeastern University with a dual major in finance and accounting. Prior to joining Peddock Capital Advisors, Ian held Senior Fund Operations positions within JPMorgan and worked at State Street Global Advisors in the Foreign Exchange area. He is responsible for providing analytical support to the investment process as well as client specific analysis of investment portfolios.
Katelyn Simmons, Relationship Manager, graduated from Clemson University with a degree in Financial Management. Prior to joining Peddock Capital Advisors, Katelyn was a financial advisor at The Vanguard Group in Charlotte, NC advising clients in the subject matters of retirement planning and portfolio construction. In her time with Vanguard, Katelyn earned her Series 7, 63, and 65. She is responsible for investment strategy and retirement plan advising at Peddock Capital Advisors.
Janice Lynch earned her Associate's Degree in Legal Studies at Aquinas College and attended Suffolk University's Sawyer School of Management studying Business Administration and Marketing. Prior to joining Peddock Capital Advisors, Janice held the positions of Director and Vice President of Marketing, Customer Engagement and Budget Administration with Beacon Communities LLC. She is also a Certified Employee Engagement Professional (CEEP). Janice joined Peddock Capital Advisors in May 2016 and is responsible for office administration and management, marketing, and client administrative support for the firm.
Mr. Bain was formerly the President and CEO of the U.S. based global asset management business of Old Mutual plc. Previously, he was a Senior Executive Vice President of Legg Mason, Inc. and Head of Affiliate Management and Corporate Strategy, where he led the firm's efforts involving collaborative strategic initiatives and operating relationships with its investment management affiliates. Mr. Bain joined Legg Mason in June 2000 from Berkshire Capital Securities, LLC. Prior to that, Peter was Vice President in the Mergers and Acquisitions Department at Merrill Lynch & Co., specializing in financial institutions.
As Chairman of the Bartlett & Co., a Cincinnati based investment advisory, he also serves as a Senior Portfolio Manager at the firm. He joined Bartlett Co. in 1977. He is on the national Board of Governors of the American Jewish Committee. He is also on the Board of Trustees of the Jewish Federation of Cincinnati and the Contemporary Arts Center of Cincinnati, where he serves on the Board as President. He also serves as a Board member of the Wellness Community and Xavier University, and is on the Executive Council of the Department of Economics of the University of Michigan.
In 1973, Ted founded Chiswick Trading, Inc., a plastics and packaging company. Chiswick became one of the leading catalog companies and in 1997, Ted sold the company, which now operates as Staples Industrial, a subsidiary of the office supply giant Staples, Inc. In 1988, Ted joined the Board at Guaranty First Bank, located in Waltham, Mass. and began developing commercial real estate properties. He currently owns and manages approximately 1.5 million square feet of office, manufacturing, and warehouse/distribution property. Currently, Ted is a Trustee of the Dana Farber Cancer Institute, for which he currently serves on the Science Committee, Facilities Planning Committee, and the Development Committee.