Storia della carriera di Matthew Eric Peterson
Precedenti posizioni note di Matthew Eric Peterson
Società | Posizione | Inizio | 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 | 01/03/2015 | 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. | Analyst-Equity | 01/06/2013 | 28/02/2015 |
Direttore della Ricerca - Azioni | 01/06/2013 | 28/02/2015 | |
Stratega di mercato | 01/06/2013 | 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 | 01/01/2006 | 31/05/2013 |
Portfolio Manager-Fixed Income | 15/06/2010 | 31/05/2013 |
Formazione di Matthew Eric Peterson
University of Connecticut | Undergraduate Degree |
University of Pittsburgh | Graduate Degree |
Carnegie Mellon University | Masters Business Admin |
Statistiche
Distribuzione geografica
Stati Uniti | 8 |
Posizioni
Market Strategist | 2 |
Portfolio Manager-Equities | 1 |
Portfolio Manager-Fixed Income | 1 |
Settori
Finance | 5 |
Consumer Services | 4 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 4 |
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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 |