Justin R. Peterson

Justin R. Peterson

Gestore di Portafoglio-Azioni presso BBR Partners LLC

Finance
Consumer Services

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

SocietàPosizioneInizio
Gestore di Portafoglio-Azioni 01/01/2005
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Precedenti posizioni note di Justin R. Peterson

SocietàPosizioneFine
J.P. Morgan & Co., Inc. (Old) Corporate Officer/Principal 31/12/2004
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Formazione di Justin R. Peterson

University of Nebraska Undergraduate Degree

Esperienze
Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private

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Relazioni

33

Relazioni di 1° grado

3

Aziende connesse in 1º grado

Uomo

Donna

Amministratori

Dirigenti

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Società collegate

Aziende private2

Finance

J.P. Morgan & Co., Inc. (Old)

Finance

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