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, JD
Peter E. Simmons, JD
Chief Executive Officer
Katelyn M. Simmons, CFP®
Katelyn M. Simmons, CFP®
Director, Relationship Management
Wealth Advisor
Ian G. Browning, CFA®
Ian G. Browning, CFA®
Managing Director, Investment Strategies
Matthew E. Simmons, CFP®
Matthew E. Simmons, CFP®
Chief Operating Officer | Wealth Advisor
John F. DeSimone, JD, MBA, LL.M. in Taxation, CIMA®, CFP® professional
John F. DeSimone, JD, MBA, LL.M. in Taxation, CIMA®, CFP® professional
President | General Counsel
Janice M. Lynch, CEEP
Janice M. Lynch, CEEP
Office Administrator
Natalie A. Sbordone
Natalie A. Sbordone
Relationship Manager
Peter E. Simmons, JD
Peter E. Simmons, JD
Chief Executive Officer

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®
Katelyn M. Simmons, CFP®
Director, Relationship Management
Wealth Advisor

Katelyn is a Shareholder and Peddock Capital’s Director of Relationship Management.

Kate has been with Peddock for over seven years.  She is responsible for retirement, education and tax planning for Peddock Capital’s clients. She also directs all matters related to the client experience. 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 B.S. in Financial Management. Kate earned her Series 7, 63 and 65 while at Vanguard. She also holds the distinguished Certified Financial Planner™ professional designation. This is the 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®
Managing Director, Investment Strategies

Ian is a Shareholder and Peddock Capital’s Managing Director of Investment Strategies.

Ian has been with Peddock for over a decade. During this time, he has been instrumental in developing Peddock Capital’s investment strategies.  Ian now leads the effort to expand Peddock’s investment strategies and market forecasts. Prior to joining Peddock, Ian was with JP Morgan 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 holds the prestigious Chartered Financial Analyst® designation. The CFA® designation is the most respected and recognized investment credential in the world.

Originally from the Boston area, Ian 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®
Matthew E. Simmons, CFP®
Chief Operating Officer | Wealth Advisor

In addition to being Peddock Capital’s Chief Operating Officer, Matthew is a shareholder.

Matt has been with Peddock since its inception, accumulating over fourteen years’ experience in the financial services industry. Matt has extensive knowledge in the areas of financial planning, investments and estates and trusts. Matt’s global involvement at Peddock with clients, operations and compliance, make him uniquely qualified as our Chief Operating Officer.

Given Matt’s expertise in using the newest technologies for seamless client connectivity and operational efficiencies, Matt has been a great influence on the firm as we continue to grow.

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, showing her off all over South Boston.

John F. DeSimone, JD, MBA, LL.M. in Taxation, CIMA®, CFP® professional
John F. DeSimone, JD, MBA, LL.M. in Taxation, CIMA®, CFP® professional
President | General Counsel

John has spent over 25 years working with individuals, families, companies, and institutions on investment management, tax, corporate finance and estate planning matters. Prior to joining Peddock Capital John was a partner and CFO of Dakota Wealth Management and a founding partner of Oakmont Partners, LLC.

John’s credentials and experience have allowed us to expand Peddock’s wealth management offerings and has brought greater depth to our integrated approach to personalized investment management and financial planning services.

John is a graduate of Bryant University 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 has been with Peddock Capital over seven years and keeps our office running smoothly by managing day-to-day operations for the firm, overseeing financial matters, contract negotiations, marketing efforts and support of our clients. Prior to joining Peddock Capital, Janice spent over 30 years with Beacon Communities, LLC and held the positions of Director and then Vice President of Marketing, overseeing marketing and revenue growth for a multifamily portfolio of over ten thousand apartment homes across eleven states.

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. She is a Certified Employee Engagement Professional.

Janice loves spending her free time with family and friends. Her interests lie in gemology and continuing to learn about precious metals and stones. She is an avid power walker and skier and enjoys deep powder conditions out west.

Natalie A. Sbordone
Natalie A. Sbordone
Relationship Manager

As Relationship Manager, Natalie supports our Advisors in all aspects of Financial Planning and Investment Management for clients. Natalie’s skills include a strong acumen for client service with a keen attention to detail relating to data analytics and reporting. 

Natalie is a graduate of Providence College with a B.S. in Finance. Prior to joining Peddock Capital and while still attending Providence, Natalie completed internships with both Peddock Capital and Fidelity Investments. After graduating, Natalie held positions at Brown Brothers Harriman as a Pricing Specialist, pricing stocks and bonds for client funds, and was an Account Representative at Titleist.

You will find Natalie spending most of her spare time playing golf, pickle ball and traveling. She spent over 3 months in Rome studying abroad and visiting several other European countries.