John Petrie's Location
Milwaukee, WI, US
John Petrie's Work
- Managing Director - Total Wealth Management, Partner @ Aspiriant
- Director, Investment Advisory @ Deloitte
- Senior Manager, Investment Advisory @ Arthur Andersen
John Petrie's Education
John Petrie's Skills
John Petrie's Summary
John Petrie, based in Milwaukee, WI, US, is currently a Managing Director - Total Wealth Management, Partner at Aspiriant, bringing experience from previous roles at Deloitte and Arthur Andersen. John Petrie holds a Bachelor of Business Administration (BBA) in Accounting @ University of Wisconsin Oshkosh. With a robust skill set that includes Investment Strategies, Portfolio Management, Strategic Financial Planning, Retirement Planning, Wealth Management Services and more, John Petrie contributes valuable insights to the industry. John Petrie has 1 email and 1 mobile phone number on RocketReach.