Stephen Petersen Email & Phone Number
Partner @ Cerity Partners
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Stephen Petersen Location
- Weston, MA, US
Stephen Petersen Work
- Member Board of Trustees @ (June 2025 - Present)
- Partner @ (January 2025 - Present)
- Board Member @ (September 2012 - Present)
- Managing Partner, Wealth Advisor @ Prio Wealth (October 2013 - January 2025)
- Executive in Residence @ (February 2013 - June 2016)
- Senior VP Investments @ (September 1980 - December 2012)
Stephen Petersen Education
- Wisconsin School of Business
Master of Science (MS) (Finance, General)
1979-1980 - University of Wisconsin-Madison
BBA (Finance, General)
1975-1979
Stephen Petersen Skills
- Leadership
- Team Building
- Investments
- Finance
- Wealth Management
- Family Office
- Management
- SQL
- Business Development
- Strategy
Stephen Petersen Summary
- Stephen Petersen, based in Weston, MA, US, is currently a Partner at Cerity Partners. Stephen Petersen brings experience from previous roles at Wisconsin Alumni Research Foundation (WARF), University of Wisconsin Foundation, Prio Wealth and Babson College. Stephen Petersen holds a 1979 - 1980 Master of Science (MS) in Finance, General @ Wisconsin School of Business. With a robust skill set that includes Leadership, Team Building, Investments, Finance, Wealth Management and more. Stephen Petersen has 2 emails and 3 mobile phone numbers on RocketReach.
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