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Justin R. Peterson
Gestore di Portafoglio-Azioni presso BBR Partners LLC
Profilo
Mr. Justin R.
Peterson is a Partner, Director of Portfolio & Wealth Advisory at BBR Partners LLC.
He joined BBR Partners in 2005 and in 2011 opened BBR’s San Francisco office.
He is working with clients to develop their overall financial strategy, manage their investments, and integrate their investment, tax and estate planning into a cohesive wealth management plan.
He has extensive experience working with entrepreneurs during pre- and post-liquidity planning, as well as the management of single stock and concentrated positions.
Prior to joining BBR, he worked at JPMorgan, where he performed manager due diligence and worked on an investor relations team for traditional asset managers within JPMorgan Private Bank.
He graduated magna cum laude with a BA in Agriculture Economics degree from the University of Nebraska.
Posizioni attive di Justin R. Peterson
Società | Posizione | Inizio |
---|---|---|
BBR Partners LLC
![]() BBR Partners LLC Investment ManagersFinance BBR Partners LLC is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 and is principally owned by BBR Partners Holdings LP. BBR Partners provides investment advisory services to wealthy families and individuals. | Gestore di Portafoglio-Azioni | 01/01/2005 |
Precedenti posizioni note di Justin R. Peterson
Società | Posizione | Fine |
---|---|---|
J.P. Morgan & Co., Inc. (Old) | Corporate Officer/Principal | 31/12/2004 |
Formazione di Justin R. Peterson
University of Nebraska | 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 |
---|---|
BBR Partners LLC
![]() BBR Partners LLC Investment ManagersFinance BBR Partners LLC is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 and is principally owned by BBR Partners Holdings LP. BBR Partners provides investment advisory services to wealthy families and individuals. | Finance |
J.P. Morgan & Co., Inc. (Old) | Finance |
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