Loopbaan van Matthew Eric Peterson
Eerdere bekende functies van Matthew Eric Peterson
Bedrijven | Functie | Begin | Einde |
---|---|---|---|
LPL Financial LLC
LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients. | Marktstrateeg | 01-03-2015 | 24-01-2018 |
GM Advisory Group, Inc.
GM Advisory Group, Inc. Investment ManagersFinance GM Advisory Group, Inc. (GMAG) is a SEC-registered investment adviser and wealth management firm headquartered in Melville, New York. The firm was founded by Frank P. Marzano in 2004. In 2023, they were acquired by Wealthspire Advisors LLC, ultimately owned by NFP Holdings LLC. GMAG provides discretionary and non-discretionary investment management services through separately managed accounts and pooled investment vehicles. They primarily provide discretionary investment management services to their managed account clients, principally through a wrap fee program. | Analyst-Equity | 01-06-2013 | 28-02-2015 |
Directeur van Onderzoek - Eigen Vermogen | 01-06-2013 | 28-02-2015 | |
Marktstrateeg | 01-06-2013 | 28-02-2015 | |
Lydian Wealth Management, Inc. | Corporate Officer/Principal | - | - |
Newgate Capital Management LLC
Newgate Capital Management LLC Investment ManagersFinance Founded in 1982 by George Foot and Dr. Sonia Rosenbaum, Newgate Capital Management LLC is a wealth management firm and registered investment advisor located in Greenwich, Connecticut. The firm provides investment management services to private, corporate and public funds, educational and charitable institutions, healthcare organizations and private clients. | Portefeuillebeheerder-Aandelen | 01-01-2006 | 31-05-2013 |
Portfolio Manager-Fixed Income | 15-06-2010 | 31-05-2013 |
Opleiding van Matthew Eric Peterson
Carnegie Mellon University | Masters Business Admin |
University of Pittsburgh | Graduate Degree |
University of Connecticut | Undergraduate Degree |
Statistieken
Internationaal
Verenigde Staten | 8 |
Operationeel
Market Strategist | 2 |
Portfolio Manager-Equities | 1 |
Portfolio Manager-Fixed Income | 1 |
Sectoraal
Finance | 5 |
Consumer Services | 4 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
Bedrijven in privébezit | 4 |
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Newgate Capital Management LLC
Newgate Capital Management LLC Investment ManagersFinance Founded in 1982 by George Foot and Dr. Sonia Rosenbaum, Newgate Capital Management LLC is a wealth management firm and registered investment advisor located in Greenwich, Connecticut. The firm provides investment management services to private, corporate and public funds, educational and charitable institutions, healthcare organizations and private clients. | Finance |
LPL Financial LLC
LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients. | Finance |
Lydian Wealth Management, Inc. | Finance |
GM Advisory Group, Inc.
GM Advisory Group, Inc. Investment ManagersFinance GM Advisory Group, Inc. (GMAG) is a SEC-registered investment adviser and wealth management firm headquartered in Melville, New York. The firm was founded by Frank P. Marzano in 2004. In 2023, they were acquired by Wealthspire Advisors LLC, ultimately owned by NFP Holdings LLC. GMAG provides discretionary and non-discretionary investment management services through separately managed accounts and pooled investment vehicles. They primarily provide discretionary investment management services to their managed account clients, principally through a wrap fee program. | Finance |