Bret Petersen Email & Phone Number

Managing Director and Partner @ Rothschild Investment Corporation

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Bret Petersen Location

United States

Bret Petersen Work

2026 - now Managing Director and Partner @ Rothschild Investment Corporation
2019 - 2026 First Vice President - Investments @ Wells Fargo Advisors
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2011 - 2019 Financial Advisor @ UBS Group AG
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2002 - 2011 Financial Advisor @ Morgan Stanley
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Bret Petersen Education

Lewis University
Finance & Accounting (Financial Planning and Services)
1998 - 2002

Bret Petersen Skills

Leadership
Equities
Financial Advisory

Portfolio Management
Wealth Management
Investments
Asset Management
Public Speaking
Accounting
Finance

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Bret Petersen Summary

Bret Petersen, based in United States, is currently a Managing Director and Partner at Rothschild Wealth Partners. Bret Petersen brings experience from previous roles at Wells Fargo Advisors, UBS Wealth Management and Morgan Stanley. Bret Petersen holds a 1998 - 2002 Finance & Accounting in Financial Planning and Services @ Lewis University. With a robust skill set that includes Leadership, Equities, Financial Advisory, Portfolio Management, Wealth Management and more. Bret Petersen has 1 emails and 1 mobile phone numbers on RocketReach.

Bret Petersen Emails

Found 1 emails

@yahoo.com

Bret Petersen Phone Numbers

Found 2 phone numbers

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Bret Petersen

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Bret Petersen

Managing Director and Partner at Rothschild Wealth Partners

United States
1
- yahoo.com
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Joel Solomon

Managing Director and Partner at Rothschild Investment Corporation

Chicago, IL, US
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Michael Adler

Managing Director, Wealth Advisor at Rothschild Investment Corporation

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Steven McGowan

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Mike Beck

Managing Director and Partner at Rothschild Investment Corporation

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Nick Rubnitz

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Justin Monaco

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