Peter Miniati, CFP®, JD

Principal, Private Client Advisor

Mr. Miniati is a private client advisor in our Providence, Rhode Island office. Working closely with our investment advisors, Peter takes a comprehensive approach in assisting high-net-worth and institutional clients. He works with clients and their other trusted advisors to articulate objectives and provide thoughtful recommendations for an integrated wealth management plan. These plans typically incorporate investment, trust and estate, retirement, risk management, legacy, business management and succession, and private banking considerations.

Prior to joining F.L.Putnam, Peter’s career included a range of senior client-advisory positions in wealth management, private banking, commercial lending, and cash management with Fleet Boston Financial Group, Washington Trust, and Napatree Capital in Providence and Boston. He served as an attorney in a corporate practice earlier in his career after receiving his Juris Doctor, cum laude, from Suffolk University Law School.

Peter is past President of the University of Rhode Island Alumni Association and past Treasurer of the URI Foundation and the Rhode Island Historical Society. He is an active advisor to many nonprofit organizations and serves on boards and finance and investment committees of social service and educational agencies, including Saint Raphael Academy. He has published articles on UPMIFA and business succession planning. Peter coached youth sports for many years in his hometown of Barrington, RI and enjoys reading and sailing.

Joined F.L.Putnam in 2020

Education

JD, Law, Suffolk University Law School
BS Business, University of Rhode Island, College of Business

Distinctions

Certified Financial Planner™

Affiliations

Rhode Island Bar Association, Fellow
Rhode Island Bar Association Probate and Trust Committee, Member