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Peter Riley

Peter Riley

Vice President and Senior Portfolio Manager/Senior Compliance Officer

Followers of Peter Riley750 followers
location of Peter RileyGreater Boston

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  • Timeline

  • About me

    Founder and Principal at Strategic Investment & Financial Counseling

  • Education

    • King's College

      1969 - 1973
      BA English, Philosophy, Law

      Activities and Societies: Campion Literary Society Named To Dean's List For Academic Achievement

    • Bucknell University

      1975 - 1977
      Pennsylvania Trust School Fiduciary Responsibilities And Duties

      Gained exposure to and an understanding of all relevant fiduciary standards and obligations required of individuals and institutions serving as a fiduciary.

  • Experience

    • BNY MELLON, N.A.

      Jan 2006 - Apr 2010
      Vice President and Senior Portfolio Manager/Senior Compliance Officer

      Managed $210 million for diverse group of high net worth individuals and family groups and not-for-profit organizationsRetained 100% of client base during problematic mergerChief Compliance Officer for Massachusetts OfficeAppointed Chairperson, Trust Administrative and Acceptance Committee

    • Strategic Investment & Financial Counseling

      Apr 2010 - now
      Founder and Principal

  • Licenses & Certifications

    • Peter J Riley

      USCCA Training
      Feb 2024

    • Certified Firearms Safety Course Instructor

      Massachusetts Department of State Police
      Nov 2009

    • Certified Home Firearm Safety Instructor

      National Rifle Association
      May 2015

    • Ceritfied Range Safety Officer

      National Rifle Association
      Jan 2012

    • Certified Personal Protection In The Home Instructor

      National Rifle Association
      May 2014

    • Certified Refuse To Be A Victim Instructor

      National Rifle Association
      Feb 2019

    • Certified Pistol Instructor

      National Rifle Association
      Jan 2012

  • Honors & Awards

    • Awarded to Peter Riley
      Executive Committee The Boston Estate Planning Council Served a three year term on the Executive Committee, focusing on the Membership and Programming Committees.
    • Awarded to Peter Riley
      President Family Firm Institute - New England Chapter Founding Member elected to serve as the first President of the New England Chapter.Chairman of the Steering Committee that ultimately obtained chapter status from The Family Firm Institute.

  • Volunteer Experience

    • Volunteer

      Issued by Northeast Animal Shelter
      Northeast Animal ShelterAssociated with Peter Riley