![Stephen Petersen](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Fortuna: 156 117 $ al 30/06/2026
Mr. Stephen R.
Petersen, CFA, is a Partner at Cerity Partners LLC and an Independent Director at Atlas Lithium Corp.
He helps clients fulfill their financial and life goals through wealth planning and continuous investment management.
His specialization includes public and private markets and managing taxable and tax-exempt accounts.
He has over 40 years of experience in the Investment Industry.
Prior to joining Cerity Partners, Mr. Petersen was a Senior Vice President at Fidelity Investments.
He managed both Equity Mutual Funds and Institutional assets.
He received his undergraduate degree from the University of Wisconsin and a graduate degree from the University of Wisconsin.
| Empresa | Fecha | Número de acciones | Valoración | Fecha de valoración |
|---|---|---|---|---|
| 01/04/2026 | 42.308 ( 0,14 % ) | 156 117 $ | 30/06/2026 |
| Empresas | Cargo | Inicio |
|---|---|---|
| FOUR SPRINGS CAPITAL TRUST | Director/Miembro de la Junta | 01/03/2014 |
| ATLAS LITHIUM CORPORATION | Director/Miembro de la Junta | 07/12/2021 |
Cerity Partners LLC
 Cerity Partners LLC Investment ManagersFinance Cerity Partners employs an asset allocation strategy that is based on modern portfolio theory. The firm aims to reduce risk in an investment portfolio to maximize returns. Specifically, they develop an asset allocation strategy for each client based on the client’s unique investment objectives and risk tolerance. | Gestor de Cartera-Acciones | 01/01/2025 |
| Empresas | Cargo | Fin |
|---|---|---|
Prio Wealth LP
 Prio Wealth LP Investment ManagersFinance Prio Wealth provides an investment strategy tailored to the client’s long-term objectives to meet their overall personal financial goals and priorities. The firm uses both active and passive management strategies to manage portfolios, which typically include the use of cash, stocks, bonds and exchange traded funds (ETFs). ETFs are mostly used in smaller accounts and for diversification within portfolios that hold individual stocks. Prio Wealth has an environmental, social, and governance (ESG) overlay in evaluating individual stocks. | Miembro del Comité de Inversión | 09/01/2025 |
Fidelity Management & Research Co. LLC
 Fidelity Management & Research Co. LLC Investment ManagersFinance FMR invests in securities of companies engaged in a variety of economic sectors and industries that are domiciled in the US and outside the US (in developed, emerging and frontier markets); in stocks with growth or value characteristics; and in companies with market capitalizations of all sizes. The firm invests across different asset classes, market sectors, maturities, and regions. | Gestor de Cartera-Acciones | 01/12/2012 |
Wisconsin Alumni Association
 Wisconsin Alumni Association Miscellaneous Commercial ServicesCommercial Services Operates as an alumni association | Director/Miembro de la Junta | - |
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones de 1er grado
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
| Empresas privadas | 7 |
|---|---|
Fidelity Management & Research Co. LLC
Fidelity Management & Research Co. LLC Investment ManagersFinance FMR invests in securities of companies engaged in a variety of economic sectors and industries that are domiciled in the US and outside the US (in developed, emerging and frontier markets); in stocks with growth or value characteristics; and in companies with market capitalizations of all sizes. The firm invests across different asset classes, market sectors, maturities, and regions. | Finance |
Prio Wealth LP
Prio Wealth LP Investment ManagersFinance Prio Wealth provides an investment strategy tailored to the client’s long-term objectives to meet their overall personal financial goals and priorities. The firm uses both active and passive management strategies to manage portfolios, which typically include the use of cash, stocks, bonds and exchange traded funds (ETFs). ETFs are mostly used in smaller accounts and for diversification within portfolios that hold individual stocks. Prio Wealth has an environmental, social, and governance (ESG) overlay in evaluating individual stocks. | Finance |
Atlas Lithium Corp.
 Atlas Lithium Corp. Other Metals/MineralsNon-Energy Minerals Explores and mines lithium, diamonds, gold and industrial sand | Non-Energy Minerals |
Pilothouse Real Estate Trust
 Pilothouse Real Estate Trust Real Estate Investment TrustsFinance Operates as a real estate investment trust for industrial, medical and retail properties | Finance |
University of Wisconsin
 University of Wisconsin Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Wisconsin Alumni Association
Wisconsin Alumni Association Miscellaneous Commercial ServicesCommercial Services Operates as an alumni association | Commercial Services |
Cerity Partners LLC
Cerity Partners LLC Investment ManagersFinance Cerity Partners employs an asset allocation strategy that is based on modern portfolio theory. The firm aims to reduce risk in an investment portfolio to maximize returns. Specifically, they develop an asset allocation strategy for each client based on the client’s unique investment objectives and risk tolerance. | Finance |
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