Stephen Petersen
Director/Board Member presso FOUR SPRINGS CAPITAL TRUST
Patrimonio netto: 583 922 $ in data 31/03/2024
Profilo
Mr. Stephen R.
Petersen, CFA, is an Independent Director at Atlas Lithium Corp.
and a Managing Partner & Wealth Advisor at Prio Wealth LP.
He is on the Board of Directors at Atlas Lithium Corp., Four Springs Capital Trust Co. and University of Wisconsin Foundation.
He has managed and advised the assets of individual and institutional clients for the past 40 years.
At Prio Wealth, he provides thoughtful and dynamic investment advisory solutions for many of the firm’s institutional clients, in addition to complex multi-generational families.
He joined Prio Wealth in 2013, and is a Managing Partner of the firm.
He is a member of Prio’s Investment Committee, and a key contributor to Prio’s macroeconomic discussions for current and prospective clients.
Prior to joining Prio Wealth, he had an accomplished tenure at Fidelity Investments, most recently as Senior Vice President, Investments, and Portfolio Manager of Fidelity Equity-Income Fund.
Stephen began his Investment Management career at Fidelity as an Equity Analyst.
He is a graduate of the University of Wisconsin with a Bachelors Degree (BBA) in Business, and a Masters Degree (MS) in Finance.
He is a Chartered Financial Analyst.
Partecipazioni note in società pubbliche
| Società | Data | Numero di azioni | Valorizzazione | Data di valutazione |
|---|---|---|---|---|
| 08/04/2024 | 34 308 ( 0.31% ) | 583 922 $ | 31/03/2024 |
Posizioni attive di Stephen Petersen
| Società | Posizione | Inizio |
|---|---|---|
| FOUR SPRINGS CAPITAL TRUST | Director/Board Member | 01/03/2014 |
| ATLAS LITHIUM CORPORATION | Director/Board Member | 07/12/2021 |
Prio Wealth LP
 Prio Wealth LP Investment ManagersFinance Prio Wealth LP is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1988 and formerly known as Seaward Management Corp. Prio Wealth provides investment management and financial planning advice to high-net-worth individuals, families, and non-profit institutions. | Investment Committee Member | 01/10/2013 |
| University of Wisconsin Foundation | Director/Board Member | - |
Precedenti posizioni note di Stephen Petersen
| Società | Posizione | Fine |
|---|---|---|
Fidelity Management & Research Co. LLC
 Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Portfolio Manager-Equities | 01/12/2012 |
Wisconsin Alumni Association
 Wisconsin Alumni Association Miscellaneous Commercial ServicesCommercial Services Wisconsin Alumni Association operates as an association of alumni of the University of Wisconsin–Madison. It serves the interests of its alumni. The company was founded in 1861 and is headquartered in Madison, WI. | Director/Board Member | - |
Formazione di Stephen Petersen
| University of Wisconsin | Graduate Degree |
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
| Società quotate in Borsa | 1 |
|---|---|
| ATLAS LITHIUM CORPORATION | Non-Energy Minerals |
| Aziende private | 5 |
|---|---|
Fidelity Management & Research Co. LLC
Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Finance |
Prio Wealth LP
Prio Wealth LP Investment ManagersFinance Prio Wealth LP is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1988 and formerly known as Seaward Management Corp. Prio Wealth provides investment management and financial planning advice to high-net-worth individuals, families, and non-profit institutions. | Finance |
Four Springs Capital Trust Co.
 Four Springs Capital Trust Co. Real Estate Investment TrustsFinance Four Springs Capital Trust is a real estate investment trust. It focuses on acquiring, owning and managing a portfolio of single-tenant, income producing industrial, medical, service and necessity retail and office properties throughout the United States that are subject to long-term net leases. The firm's objective is to own and manage a diversified portfolio of single-tenant net lease real estate that maximizes cash available for distribution and delivers sustainable long-term risk-adjusted returns to shareholders. The company was founded on July 5, 2012 and is headquartered in Lake Como, NJ. | Finance |
| University of Wisconsin Foundation | Miscellaneous |
Wisconsin Alumni Association
Wisconsin Alumni Association Miscellaneous Commercial ServicesCommercial Services Wisconsin Alumni Association operates as an association of alumni of the University of Wisconsin–Madison. It serves the interests of its alumni. The company was founded in 1861 and is headquartered in Madison, WI. | Commercial Services |
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