Brian Peterson
Analyst-Equity chez Capstone Financial Advisors, Inc.
Profil
Mr. Brian W.
Peterson is a Wealth Advisor & Partner at Capstone Financial Advisors, Inc. He joined Capstone in 2009.
Prior to becoming an Advisor, he served as a financial planner with Capstone.
He is a contributing member of Capstone’s Investment Committee.
He earned his Bachelor of Science in Finance from Valparaiso University.
He is a Certified Finical Planner.
Postes actifs de Brian Peterson
| Sociétés | Poste | Début |
|---|---|---|
Capstone Financial Advisors, Inc.
 Capstone Financial Advisors, Inc. Investment ManagersFinance Capstone Financial Advisors, Inc. (Capstone) is an independent, SEC-registered investment advisor headquartered in Downers Grove, Illinois. The firm was founded by Troy E. Bute and J. Frank Verkamp in 1999. Capstone provides advisory services to high-net-worth individuals, families, and institutions. | Analyst-Equity | 01/06/2009 |
Formation de Brian Peterson
| Valparaiso University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 1 |
|---|---|
Capstone Financial Advisors, Inc.
Capstone Financial Advisors, Inc. Investment ManagersFinance Capstone Financial Advisors, Inc. (Capstone) is an independent, SEC-registered investment advisor headquartered in Downers Grove, Illinois. The firm was founded by Troy E. Bute and J. Frank Verkamp in 1999. Capstone provides advisory services to high-net-worth individuals, families, and institutions. | Finance |
