Peter Ankeny is a Senior Associate Wealth Advisor at Lake Street Advisors. His responsibilities revolve around providing clients with premier family office services. He specializes in creating lasting financial legacies through navigating complex wealth planning situations and optimizing wealth transfer.
Prior to joining Lake Street in 2020, Peter was a Financial Advisor and Wealth Planning Associate at UBS Private Wealth Management. Before UBS, Peter was a mechanical engineer at Eaton Corporation as a participant in their leadership development program in engineering and technology. Peter is a CERTIFIED FINANCIAL PLANNER™ professional and an Accredited Wealth Management Advisor(SM). Peter earned a B.A. in engineering sciences and a B.E. in mechanical engineering from Dartmouth College. He also received a Master of Engineering Management from the Thayer School of Engineering at Dartmouth College.
Peter is originally from Minnesota and moved east to ski race for Green Mountain Valley School and then for the Dartmouth Alpine Ski Team. He lives in Portsmouth, NH with his girlfriend Maddy and their cat Stella and dog Tiki. Peter enjoys being active and is always up for an adventure, especially if it involves tiring out Tiki.