![Sonia Florio Peterson](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profilo
Sonia Florio Peterson worked as a Partner at Veritable LP from 1999 to 2023.
Prior to that, she was a Principal at American Express Financial Advisors, Inc. in 1998.
Ms. Peterson completed her undergraduate degree at Villanova University.
Precedenti posizioni note di Sonia Florio Peterson
| Società | Posizione | Fine |
|---|---|---|
Veritable LP
 Veritable LP Investment ManagersFinance Veritable aims to maximize client’s after-tax returns with an acceptable level of risk by combining a pragmatic approach to establishing risk tolerance and a long-term commitment to a diversified set of higher risk capital market investments and lower risk fixed income investments. The firm prefers bottom-up, research-driven strategies within the actively managed portions of the portfolio, as opposed to momentum or highly leveraged, high turnover, quantitatively driven strategies. | Gestore di Portafoglio-Azioni | 01/09/2023 |
American Express Financial Advisors, Inc. | Corporate Officer/Principal | 31/12/1998 |
Formazione di Sonia Florio Peterson
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
25
Relazioni di 1° grado
3
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 3 |
|---|---|
Veritable LP
Veritable LP Investment ManagersFinance Veritable aims to maximize client’s after-tax returns with an acceptable level of risk by combining a pragmatic approach to establishing risk tolerance and a long-term commitment to a diversified set of higher risk capital market investments and lower risk fixed income investments. The firm prefers bottom-up, research-driven strategies within the actively managed portions of the portfolio, as opposed to momentum or highly leveraged, high turnover, quantitatively driven strategies. | Finance |
Villanova University
 Villanova University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
American Express Financial Advisors, Inc. |
