Ex-Lake Street Advisor Launches Wolf Pine Capital

Former mechanical engineer and Lake Street Advisors wealth advisor Peter Ankeny has launched Wolf Pine Capital, a fee-only wealth management firm headquartered in Portsmouth, NH.

Wolf Pine Capital will focus on providing personalized “family office-style” multi-generational wealth transfer, financial planning, and investment management services to ultra-high-net-worth clients, according to its LinkedIn profile. The firm will maintain its partnership with Charles Schwab for asset custody.

Ankeny has eight years of wealth management experience, according to his BrokerCheck profile. Prior to his stint at Lake Street, he spent over four years at UBS as a financial advisor and wealth planning associate.

Source: https://www.prnewswire.com/news-releases/former-engineer-and-multi-family-office-advisor-launches-wolf-pine-capital-bringing-family-office-services-to-broader-market-302364042.html