Justin R. Peterson

Justin R. Peterson

Gestor de Cartera-Acciones en BBR Partners LLC .

Finance
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Perfil

Mr. Justin R.
Peterson
is a Partner, Director of Portfolio & Wealth Advisory at BBR Partners LLC.
He joined BBR Partners in 2005 and in 2011 opened BBR’s San Francisco office.
He is working with clients to develop their overall financial strategy, manage their investments, and integrate their investment, tax and estate planning into a cohesive wealth management plan.
He has extensive experience working with entrepreneurs during pre- and post-liquidity planning, as well as the management of single stock and concentrated positions.
Prior to joining BBR, he worked at JPMorgan, where he performed manager due diligence and worked on an investor relations team for traditional asset managers within JPMorgan Private Bank.
He graduated magna cum laude with a BA in Agriculture Economics degree from the University of Nebraska.

Cargos activos de Justin R. Peterson

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Gestor de Cartera-Acciones 01/01/2005
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J.P. Morgan & Co., Inc. (Old) Corporate Officer/Principal 31/12/2004
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Formación de Justin R. Peterson.

University of Nebraska Undergraduate Degree

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J.P. Morgan & Co., Inc. (Old)

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