Peter Anast

Peter Anast is an Associate Consultant, where he supports the firm’s wealth management efforts through analytical, educational, and client-focused work. 

Peter earned his Bachelor of Science in Finance with a specialization in Wealth Management from Indiana University’s Kelley School of Business. During his time at Indiana University, he was a member of the Wealth Management Workshop. Peter also interned with Altair in 2024, gaining hands-on experience working alongside the firm’s advisers and consultants.

He passed the CERTIFIED FINANCIAL PLANNER™ exam in November of 2025 and will complete the experience requirement in May of 2027 to become a certificant.