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Cfp® Peter Ankeny

Financial Planner at Lake Street Advisors

Peter Ankeny, CFP® is no longer a Financial Planner at Lake Street Advisors. He is currently the Founder of Wolf Pine Capital, a fee-only wealth management firm headquartered in Portsmouth, NH.3 Ankeny launched Wolf Pine Capital in late 2024, focusing on providing personalized "family office-style" multi-generational wealth transfer, financial planning, and investment management services to ultra-high-net-worth clients.3

Prior to founding Wolf Pine Capital, Ankeny's career included:

  1. Wealth Advisor at Lake Street Advisors (May 2023 - Late 2024)1
  2. Sr. Associate Wealth Advisor at Lake Street Advisors (January 2022 - May 2023)1
  3. Associate Wealth Advisor at Lake Street Advisors (June 2020 - January 2022)1
  4. Financial Advisor at UBS (April 2018 - June 2020)1
  5. Wealth Planning Associate at UBS (March 2016 - April 2018)1

Ankeny's educational background includes:

  • Master's Degree from Thayer School of Engineering at Dartmouth1
  • Bachelor of Engineering (BE) from Thayer School of Engineering at Dartmouth1
  • Bachelor of Arts (BA) from Dartmouth College1

He obtained his CERTIFIED FINANCIAL PLANNER™ certification in February 2018.1 Ankeny's expertise lies in personalized financial planning, strategic investment management, and effective multigenerational wealth transfer solutions.2 He started his career as a mechanical engineer before transitioning to wealth management.2

Highlights

Nov 15 · feeonlynetwork.com
Peter Ankeny, CFP® - FeeOnlyNetwork.com
Peter Ankeny, CFP® - FeeOnlyNetwork.com
Oct 8 · dakota.com
Ex-Lake Street Advisor Launches Wolf Pine Capital - Dakota
May 23 · napfa.org
Peter Ankeny, CFP - NAPFA
Peter Ankeny, CFP - NAPFA

Related Questions

What inspired Peter Ankeny to transition from engineering to wealth management?
How does Peter Ankeny's background in engineering influence his approach to financial planning?
What are some unique strategies Peter Ankeny uses for multigenerational wealth transfer?
How does Peter Ankeny's experience at UBS compare to his time at Lake Street Advisors?
What are Peter Ankeny's favorite hobbies and how do they influence his work as a financial advisor?
Cfp® Peter Ankeny
Cfp® Peter Ankeny, photo 1
Cfp® Peter Ankeny, photo 2
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Location

Boston, Massachusetts, United States