Corey Peterson Email & Phone Number
Founder, Wealth Manager @ Great Hill Advisory
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Corey Peterson Location
- New York, NY, US
Corey Peterson Work
- 2016 -now Founder, Wealth Manager @
- 2025 -now Board Member @
- 2024 -now Secretary, Board Member @ Port Washington Chamber of Commerce
- 2024 -now Chairman - Nautical Advisory Council @
- 2017 -2024 Treasurer, Member Board Of Trustees @ Our Lady of Grace Montessori School
- 2014 -2019 Treasurer, Trustee @ The SAMFund for Young Adult Survivors of Cancer
- 2013 -2016 Managing Director of Wealth Management @
- 2009 -2012 Client Advisor @
- 2006 -2009 Investment Analyst @
- 2001 -2006 Financial Advisor @
Corey Peterson Education
- Boston U 2003-2005
- Suffolk University
Bachelor of Science (Psychology)
1997-1999
Corey Peterson Skills
- Estate Planning
- Financial Advisory
- Personal Income Tax Returns
- Financial Planners
- Pensions
- Retirement Planning
- Financial Planning
- Portfolio Management
- Investments
- Finance
- Investment Advisory
- Financial Services
- Asset Managment
- Wealth Management
- Family Office
- Mutual Funds
- Strategic Financial Planning
- High Net Worth Individuals
- Investment Strategies
- Personal Financial Planning
- Retirement
- Employee Benefits
Corey Peterson Summary
- Corey Peterson, based in New York, NY, US, is currently a Founder, Wealth Manager at Great Hill Advisory. Corey Peterson brings experience from previous roles at LANDMARK ON MAIN STREET INC, Port Washington Chamber of Commerce, Port Washington Public Library and Our Lady of Grace Montessori School. Corey Peterson holds a 2003 - 2005 Boston U. With a robust skill set that includes Estate Planning, Financial Advisory, Personal Income Tax Returns, Financial Planners, Pensions and more. Corey Peterson has 2 emails and 2 mobile phone numbers on RocketReach.
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