Mark Nestrud Peters
Membro del Comitato di Investimento presso Pathstone Family Office LLC
Profilo
Mr. Mark N.
Peters, CFA MBA, is a Managing Director at Pathstone Family Office LLC.
He has more than twenty-five years of experience to his work designing, implementing and managing investment portfolios for high net worth individuals and their families, and for investment committees of charitable foundation clients.
He is a voting member of Pathstone’s Investment Committee and a partner of the firm.
He is also the Chair of the Impact Committee and a member of the Alternatives and Strategy Investment Subcommittees.
Mr. Peters joined legacy firm Federal Street Advisors from Scudder Investments/Deutsche Bank where he oversaw product analysis for the mutual fund business.
He previously led asset allocation and manager selection research at LPL Financial, and headed up marketing at Travelers Investment Management Company.
He obtained his undergraduate degree from the Colorado College and his MBA from the University of Connecticut.
He is a Chartered Financial Analyst, and a member of the Boston Security Analysts Society.
Posizioni attive di Mark Nestrud Peters
| Società | Posizione | Inizio |
|---|---|---|
Pathstone Family Office LLC
 Pathstone Family Office LLC Investment ManagersFinance Pathstone Family Office LLC (Pathstone) is a wealth management firm and registered investment advisor headquartered in Englewood, New Jersey. The firm was founded by Steven Braverman Braverman and Allan Zachariah in 2010. They are a wholly-owned by Pathstone Holdings LLC. Pathstone offers families, family offices and select nonprofit institutions with comprehensive family office services and customized investment advice. | Membro del Comitato di Investimento | 04/01/2016 |
Precedenti posizioni note di Mark Nestrud Peters
| Società | Posizione | Fine |
|---|---|---|
Federal Street Advisors, Inc.
 Federal Street Advisors, Inc. Investment ManagersFinance Founded in 1991, Federal Street Advisors, Inc. is a registered investment advisor located in Boston, Massachusetts. The firm's investment advisory clients include high net-worth individuals, their families, and tax-exempt foundations, charitable entities or associations. These relationships often include trusts, estates, and partnerships or other family investment vehicles. They also have experience advising pension plans. | Membro del Comitato di Investimento | 04/01/2016 |
Travelers Investment Management Co.
 Travelers Investment Management Co. Investment ManagersFinance Profile unavailable. | Corporate Officer/Principal | - |
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. | Corporate Officer/Principal | - |
Formazione di Mark Nestrud Peters
| The Colorado College | Undergraduate Degree |
| University of Connecticut | Masters Business Admin |
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 | 4 |
|---|---|
Federal Street Advisors, Inc.
Federal Street Advisors, Inc. Investment ManagersFinance Founded in 1991, Federal Street Advisors, Inc. is a registered investment advisor located in Boston, Massachusetts. The firm's investment advisory clients include high net-worth individuals, their families, and tax-exempt foundations, charitable entities or associations. These relationships often include trusts, estates, and partnerships or other family investment vehicles. They also have experience advising pension plans. | Finance |
Pathstone Family Office LLC
Pathstone Family Office LLC Investment ManagersFinance Pathstone Family Office LLC (Pathstone) is a wealth management firm and registered investment advisor headquartered in Englewood, New Jersey. The firm was founded by Steven Braverman Braverman and Allan Zachariah in 2010. They are a wholly-owned by Pathstone Holdings LLC. Pathstone offers families, family offices and select nonprofit institutions with comprehensive family office services and customized investment advice. | 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 |
Travelers Investment Management Co.
Travelers Investment Management Co. Investment ManagersFinance Profile unavailable. | Finance |
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