Mark Peters

Mark Peters is a Managing Director and partner at Pathstone, an independent advisory firm providing wealth management and investment services to multigenerational families, individuals, and institutions. He brings more than thirty years of experience to designing, implementing, and managing investment portfolios for high-net-worth individuals and their families, and for the investment committees of charitable-foundation clients. Within Pathstone's Chief Investment Office, he is a voting member of both the Strategy Committee and the Listed Markets Committee, and he serves on the firm's Impact Committee — reflecting a focus on aligning client investments with their values or mission.

Peters joined Pathstone through its combination with legacy firm Federal Street Advisors, a conflict-free wealth advisory firm serving high-net-worth individuals, nonprofits, and foundations, where he was a Principal. Earlier in his career he oversaw product analysis for the mutual-fund business at Scudder Investments / Deutsche Bank, led asset-allocation and manager-selection research at LPL Financial, and headed marketing at Travelers Investment Management Company.

He earned his undergraduate degree from Colorado College and an MBA from the University of Connecticut. He is a Chartered Financial Analyst (CFA) charterholder and a member of the CFA Society Boston. He is based in Pathstone's Boston office.

His stated areas of expertise include working with clients in transition and generational wealth transfer, and aligning investment portfolios with client values or mission — hallmarks of a family-office/private-wealth practice rather than early-stage venture investing.

• Manages diversified, multi-asset portfolios for private families, high-net-worth individuals, and foundation investment committees — an advisory/allocator mandate rather than a founder-facing venture check.
• Core disciplines are strategic and tactical asset allocation and manager selection (skills honed at LPL Financial and Scudder/Deutsche Bank).
• Sits on Pathstone's Strategy Committee and Listed Markets Committee, shaping the firm's public-markets investment views.
• Member of Pathstone's Impact Committee, supporting values- and mission-aligned (ESG/impact) investing for clients.
• Emphasis on clients "in transition" and generational wealth transfer planning.
• Any exposure to seed/venture-stage companies would come through Pathstone's broader private-markets and alternatives platform on behalf of client portfolios — not through personal angel investing.