Peter Doherty

Current Employers

Employment History

• 01/2019 → 05/2019
  Thermofisher Scientific
  Needham, MA
• 05/2019 → 09/2020
  Centropy Capital Consulting And Ops
  Walpole, Ma, MA
• 08/2016 → 12/2018
  Parexel
  Billerica, MA
• 09/2020 → 03/2023
  Guardian Life Insurance Company
  Needham, MA
• 09/2020 → Present
  Park Avenue Securities
  Needham, MA
• 03/2023 → Present
  Concorde Investment Services
  Ann Arbor, MI
• 03/2023 → Present
  Asset Strategy Advisors
  Natick, MA

Previous Registrations

• 2021-01-26 → 2023-03-21
  Park Avenue Securities Llc
  Needham, MA

Other Businesses

1) ) Centropy Capital, Investment related, 19 Homeward Ln, Walpole MA, holding entity for private placements, direct real estate investment, and consulting services to CSG. Owner/Managing Director, find personal investments, conduct due diligence, invest when appropriate, provide project management consulting servies to umulus Solutions Group. Start date 07/24/2014, 1-5 hours/month during trading hours. more than 10% annual compensation. 2) eRealty, Investment related, 19 Homeward Ln, Walpole MA, real estate sales, Agent, assist with the buying and selling of real estate. Start date 05/31/2021, 1-5 hours/month during non trading hours, 1-5 hours month during trading hours. 10% of annual compensation. 3) Asset Strategy Advisors, LLC, Investment Related, RIA, Natick MA, Start date 03/2023, Senior financial Consultant. full time during trading hours. 4) Gifford Shelter, Non investment related, Brighton MA, Board member-Treasurer of non profit cat shelter. Provide strategic guidance for financial decisions. creating budgets, securing loans, raising funds. Start date 03/24/2023. 6-10 hours/month during non business hours, 1-5 hours/month during business hours. 5) Cumulus Solutions Group, Non investment related, Andover MA, Consultant , data center services, intergration and relocation site services, project management and strategy consulting. 1-5 hours/monthly during non trading hours, 1-5 hours monthly during trading hours. 6) Asset Strategy Tax Consultants, LLC. Non-investment related. Natick, MA. Consultant, provide strategic tax planning for business owners. Start date: 6/2/2025. 6-10 hours a week during business hours, 6-10 hours a week during non-business hours. 7) JMD Family Ventures. Non-investment related. Walpole, MA. Consultant, project management & strategy consulting. Start date: September 2019. 1-5 hours/monthly during non trading hours, 1-5 hours monthly during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2020-12-21