Sonia Florio Peterson
Gestor de Cartera-Acciones en Veritable LP .
Perfil
Ms. Sonia F.
Peterson, CFA, is a Partner at Veritable LP.
Prior to joining the firm in 1999, she worked in the Financial Institutions Group of American Express Financial Advisors.
Ms. Peterson received her Bachelor of Science in Economics from Villanova University.
She is CFA charter holder.
Cargos activos de Sonia Florio Peterson
| Empresas | Cargo | Inicio |
|---|---|---|
Veritable LP
 Veritable LP Investment ManagersFinance Veritable LP is a SEC-registered investment advisor and wealth management firm headquartered in Newtown Square, Pennsylvania. The firm was founded by Michael Stolper in 1986 as Stolper & Co. They are a subsidiary of Pathstone Family Office LLC, which is owned by Pathstone Holdings LLC. Veritable primarily provides discretionary investment supervisory services to high net-worth families, which includes individual family members and their family-related entities, such as trusts, estates and private charitable organizations. | Gestor de Cartera-Acciones | 01/09/1999 |
Antiguos cargos conocidos de Sonia Florio Peterson.
| Empresas | Cargo | Fin |
|---|---|---|
| American Express Financial Advisors, Inc. | Corporate Officer/Principal | 31/12/1998 |
Formación de Sonia Florio Peterson.
| Villanova University | Undergraduate Degree |
Experiencias
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Empresas cotizadas
Empresas privadas
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Relaciones de 1er grado
Empresas vinculadas al 1er grado
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Empresas relacionadas
| Empresas privadas | 2 |
|---|---|
Veritable LP
Veritable LP Investment ManagersFinance Veritable LP is a SEC-registered investment advisor and wealth management firm headquartered in Newtown Square, Pennsylvania. The firm was founded by Michael Stolper in 1986 as Stolper & Co. They are a subsidiary of Pathstone Family Office LLC, which is owned by Pathstone Holdings LLC. Veritable primarily provides discretionary investment supervisory services to high net-worth families, which includes individual family members and their family-related entities, such as trusts, estates and private charitable organizations. | Finance |
| American Express Financial Advisors, Inc. |
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