When You’re Here, We Put You First

We understand that serving you, your family or your business requires being attentive and responsive to your financial needs. You can expect a customized one-on-one experience and a high level of commitment from everyone on our team. We are committed to operating with transparency and being accessible to you – from our first meeting and throughout our partnership.

We are a firm that was built on a foundation of family. It’s how we run our business every day, and how we handle yours.

A Depth of Wealth Management Experience

With over 65 years of combined financial management experience, our team members come from a variety of backgrounds and educations. That’s why together, we are able to offer a well-rounded and personalized approach to managing your finances.

Fiduciary Standard of Care

As an independent investment advisor, we follow a fiduciary standard of care which is to always act in our client’s best interest.

Experienced Team

Our experienced team spans generations, educational disciplines and backgrounds. Working together on clients’ financial matters allows for each team member’s area of expertise to be put to its best use for each individual client.

Holistic Approach

We work with your other professional advisors, including accountants, attorneys, consultants and insurance specialists to ensure a coordinated and integrated approach to your financial goals.

Research-driven Investment Management

We construct personalized portfolios based on each client’s goals and objectives leveraging our institutional-caliber investment management process.

The Peddock Team

Peter E. Simmons, J.D.
Peter E. Simmons, J.D.
President | CEO
Managing Shareholder
Katelyn M. Simmons CFP® professional
Katelyn M. Simmons CFP® professional
Senior Relationship Manager
Shareholder
Ian G. Browning, CFA®
Ian G. Browning, CFA®
Director, Investment Strategies
Shareholder
Matthew E. Simmons CFP® professional
Matthew E. Simmons CFP® professional
Wealth Advisor | Shareholder
John F. DeSimone, J.D. CFP® professional
John F. DeSimone, J.D. CFP® professional
Managing Director
General Counsel
Janice M. Lynch, CEEP
Janice M. Lynch, CEEP
Office Administrator
Peter E. Simmons, J.D.
Peter E. Simmons, J.D.
President | CEO
Managing Shareholder

Peter has spent over 35 years working with individuals, families, foundations, and institutions on investment and asset management, taxes, and estate planning matters. Prior to founding Peddock Capital Advisors in 2008 and becoming Managing Shareholder, Peter was the President of Wilmington Trust Company of Boston, President/CEO of Bingham Legg Advisors and previously the Director of Bingham McCutchen LLP.

Peter is a graduate of the University of Massachusetts Dartmouth and earned his Juris Doctorate at Suffolk University Law School.

Peter is an avid traveler and spends his free time exploring Europe with his wife and playing beautiful golf courses around the globe.

Katelyn M. Simmons CFP® professional
Katelyn M. Simmons CFP® professional
Senior Relationship Manager
Shareholder

Katelyn is responsible for retirement, education/college, and tax planning for Peddock Capital’s clients. Prior to joining Peddock, Katelyn was a financial advisor with The Vanguard Group in Charlotte, NC, advising clients on portfolio construction and retirement planning.

Katelyn is a graduate of Clemson University with a degree in Financial Management. Kate earned her Series 7, 63 and 65 while at Vanguard. She also holds the distinguished Certified Financial Planner™ professional designation, the gold standard of excellence for financial planners.

In her free time, you can find Katelyn renovating and managing her investment properties or walking her dog, Jax, at the beach.

Ian G. Browning, CFA®
Ian G. Browning, CFA®
Director, Investment Strategies
Shareholder

Ian Browning is a Shareholder and has been with Peddock Capital Advisors for almost ten years. During this time, Ian has developed and expanded Peddock Capital’s investment strategies and is responsible for the majority of the day-to-day market analysis that we ultimately leverage to develop our capital market expectations and investment models. Prior to joining Peddock Capital, Ian held Senior Pension Operations positions within JPMorgan and worked at State Street Global Advisors on their Foreign Exchange desk.

Ian is a graduate of Northeastern University with a dual major in Finance and Accounting and a minor in history. He also holds the prestigious Chartered Financial Analyst® designation. The CFA® designation is the most respected and recognized investment credential in the world.

Ian is a Bostonian and loves dining with friends as well as exploring craft breweries and cities around the U.S. with his wife. When Ian isn’t providing food and beverage reviews for us at the office, he enjoys reading and watching local sports, particularly the Boston Celtics.

Matthew E. Simmons CFP® professional
Matthew E. Simmons CFP® professional
Wealth Advisor | Shareholder

Matthew is a Shareholder and has been with Peddock Capital Advisors since its inception, accumulating over a decade of experience in the financial services industry. Matt has extensive knowledge in the areas of financial planning, investments and estates and trusts. In addition, Matt serves as the Chief Compliance Officer for the firm. Prior to joining Peddock Capital, Matt spent time in the technology sector, which has influenced his forward-thinking and interest in using new technologies for seamless client connectivity and operational efficiencies.

Matt is a graduate of the University of Tampa with a B.S. in Business Management. He also holds the distinguished Certified Financial Planner™ professional designation. This is the standard of excellence for financial planners.

Matt is a Bostonian who loves spending time with his wife and their Red Labrador, Lucy, and showing her off all over Boston’s South End.

John F. DeSimone, J.D. CFP® professional
John F. DeSimone, J.D. CFP® professional
Managing Director
General Counsel

John has spent over 20 years working with individuals, families, companies, and institutions on investment and asset management, taxes, corporate finance, and estate planning matters. Prior to joining Peddock Capital Advisors, John was a partner and CFO of Dakota Wealth Management and a founding partner of Oakmont Partners, LLC.

John is a graduate of Bryant University (formerly Bryant College) with a B.S.B.A in Business Administration, earned his Juris Doctorate and Master of Business Administration at the University of Baltimore, and holds an LL.M. In Taxation from Boston University School of Law. John is a Certified Investment Management Analyst® professional and Certified Financial Planner™ professional.

You can find John spending most of his free time with his family, either somewhere on a beach or on their boat. John enjoys fishing, bowhunting, golf, and tennis.

Janice M. Lynch, CEEP
Janice M. Lynch, CEEP
Office Administrator

Janice Lynch keeps our office running smoothly by managing day-to-day operations, overseeing marketing efforts and support of our clients. Prior to joining Peddock Capital, Janice held the positions of Director and Vice President of Marketing with Beacon Communities, LLC.

Janice earned an Associate degree in legal studies at Aquinas College and attended Suffolk University’s Sawyer School of Management studying Business Administration and Marketing.

Janice is interested in gemology and enjoys spending time learning about precious stones and metals. She also loves to ski and frequently travels out west to find the best snow conditions.