Jack Petersen Location
New York, NY, US
Jack Petersen Work
- 2015 - now Co-Founder, Managing Partner @ Summit Trail Advisors
- 2008 - 2015 Managing Director and Head of Barclays Wealth, Americas @ Barclays Wealth Management
- 2003 - 2008 Global Head of Wealth Management @ Lehman Brothers
- 1993 - 2003 Managing Director, Private Wealth Management @ Morgan Stanley
Jack Petersen Education
- The Tuck School of Business at Dartmouth
Master of Business Administration (General Management)
1991 - 1993 - University of Minnesota
Bachelor of Science (Finance)
1984 - 1988
Jack Petersen Skills
- Finance
- Investment Advisory Services
- Investment Advisory
- Financial Services
- Private Equity
- Investment Strategies
- Financial Analysis
- Corporate Finance
- Wealth Management Services
- Asset Management
Jack Petersen Summary
Jack Petersen, based in New York, NY, US, is currently a Co-Founder, Managing Partner at Summit Trail Advisors. Jack Petersen brings experience from previous roles at Barclays Wealth Management, Lehman Brothers and Morgan Stanley. Jack Petersen holds a 1991 - 1993 Master of Business Administration in General Management @ The Tuck School of Business at Dartmouth. With a robust skill set that includes Finance, Investment Advisory Services, Investment Advisory, Financial Services, Private Equity and more. Jack Petersen has 2 emails and 3 mobile phone numbers on RocketReach.
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23
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