Kirsty Peev , CFP®​

Designations ​

• CERTIFIED FINANCIAL PLANNER^® professional¹

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Work Experience ​

• Joined MAI in 2024, bringing 22 years of industry experience​
• Served as the Director of Portfolio Management at Halpern Financial, Inc. ​
• Designs, implements, coordinates, and analyzes investment strategies for client portfolios​

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Life Outside of MAI ​

• Lives in Virginia with her husband and sons​
• Originally from Scotland, enjoys traveling across the pond to visit family​

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Education​

• University of Edinburgh, Scotland, Bachelor’s Degree with Honors in Education​

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¹Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.