Profilo
Mr. Jerry T.
Peters, CFA, is a Chief Investment Officer & Client Advisor at Filament LLC.
He is a client advisor and a member of the firm’s investment committee.
In these roles, he leverages his work over two decades in various aspects of investment management and client relationship management for global investment firms, including a prominent focus on hedge fund and private capital strategies.
Prior to joining Filament in June 2012, Mr. Peters served as Managing Director at BlackRock Alternative Advisors where he initiated and developed business platforms in Japan and Australia and contributed to due diligence and manager selection activities.
Mr. Peters received BA degrees (summa cum laude in Economics and Japanese) from the University of Notre Dame.
He holds the Chartered Financial Analyst designation and contributes critical insight and judgment to the firm’s investment due diligence efforts across the alternative investment landscape.
Precedenti posizioni note di Jerry Thomas Peters
| Società | Posizione | Fine |
|---|---|---|
Filament LLC
 Filament LLC Investment ManagersFinance Filament LLC is a wealth management firm headquartered in Seattle, Washington. The firm was founded in 2005 by two CPAs — Scott Butterfield and Conrad Gehrmann – and attorney John Goodwin. In 2020, they became a subsidiary of Laird Norton Wealth Management LLC, which is ultimately owned by Laird Norton Co. LLC. Filament provides investment and financial advisory services predominantly to high net-worth individuals, families, and related family entities. Entities include trusts, estates, family foundations, family investment corporations, partnerships and small businesses. The firm also provides investment advisory services to institutional clients, including charities (and their endowments or foundations) and donor advised funds. | Direttore degli Investimenti | 01/12/2020 |
| Merrill Lynch & Co., Inc. | Corporate Officer/Principal | - |
Formazione di Jerry Thomas Peters
| University of Notre Dame | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 2 |
|---|---|
Filament LLC
Filament LLC Investment ManagersFinance Filament LLC is a wealth management firm headquartered in Seattle, Washington. The firm was founded in 2005 by two CPAs — Scott Butterfield and Conrad Gehrmann – and attorney John Goodwin. In 2020, they became a subsidiary of Laird Norton Wealth Management LLC, which is ultimately owned by Laird Norton Co. LLC. Filament provides investment and financial advisory services predominantly to high net-worth individuals, families, and related family entities. Entities include trusts, estates, family foundations, family investment corporations, partnerships and small businesses. The firm also provides investment advisory services to institutional clients, including charities (and their endowments or foundations) and donor advised funds. | Finance |
| Merrill Lynch & Co., Inc. | Finance |
- Borsa valori
- Insiders
- Jerry Thomas Peters
