Profiel
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).
Eerdere bekende functies van Matthew Eric Peterson
| Bedrijven | Functie | Einde |
|---|---|---|
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. | Marktstrateeg | 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. | Directeur van Onderzoek - Eigen Vermogen | 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. | Portefeuillebeheerder-Aandelen | 31-05-2013 |
Opleiding van Matthew Eric Peterson
| Carnegie Mellon University | Masters Business Admin |
| University of Pittsburgh | Graduate Degree |
| University of Connecticut | Undergraduate Degree |
Ervaring
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| Bedrijven in privébezit | 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 |
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 |
| Lydian Wealth Management, Inc. | 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 |
