Matthew Eric Peterson

Nessuna posizione attualmente

56 anni

Finance

Consumer Services

Profilo

Matthew Eric Peterson worked as an Investment Director & Portfolio Strategist at Newgate Capital Management LLC from 2012 to 2013.
He then worked as a Director of Strategy & Research at GM Advisory Group, Inc. from 2013 to 2015.
From 2015 to 2018, he worked as a Senior Vice President & Wealth Strategist at LPL Financial LLC.
He also served as the Chief Investment Officer at Lydian Wealth Management, Inc. Mr. Peterson holds an MBA from Carnegie Mellon University, a graduate degree from the University of Pittsburgh (1995), and an undergraduate degree from the University of Connecticut (1990).

Precedenti posizioni note di Matthew Eric Peterson

Società	Posizione	Fine
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.	Stratega di mercato	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.	Direttore della Ricerca - Azioni	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.	Gestore di Portafoglio-Azioni	31/05/2013

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Formazione di Matthew Eric Peterson

University of Connecticut	Undergraduate Degree
University of Pittsburgh	Graduate Degree
Carnegie Mellon University	Masters Business Admin

Esperienze
Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private

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Relazioni

Relazioni di 1° grado

Aziende connesse in 1º grado

Uomo

Donna

Amministratori

Dirigenti

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Società collegate

Aziende private	4
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
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
Lydian Wealth Management, Inc.	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

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