Bob Peterson's Location
Chicago, IL, US
Bob Peterson's Work
- Senior Wealth Advisor @ Crescent Grove Advisors
- Vice President / Wealth Advisor @ Goldman Sachs Ayco Personal Financial Management
Bob Peterson's Education
- Northern Illinois University
Juris Doctor (Law)
1998 - 2001 - Governors State University
Bachelor of Arts - BA (Finance)
1995 - 1998
Bob Peterson's Skills
- Wealth Management
- Estate Planning
- Portfolio Management
- Securities
- Investments
- Asset Management
- Asset Allocation
- Insurance
- Series 7
- Retirement Planning
Bob Peterson's Summary
Bob Peterson, based in Chicago, IL, US, is currently a Senior Wealth Advisor at Crescent Grove Advisors, bringing experience from previous roles at Ayco, a Goldman Sachs Company. Bob Peterson holds a 1998 - 2001 Juris Doctor in Law @ Northern Illinois University. With a robust skill set that includes Wealth Management, Estate Planning, Portfolio Management, Securities, Investments and more, Bob Peterson contributes valuable insights to the industry. Bob Peterson has 2 emails on RocketReach.
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