Tom Peterson Email & Phone Number
Founding Partner and CIO @ Peterson Rogers
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Tom Peterson Location
- Salt Lake City, UT, US
Tom Peterson Work
- Founding Partner and CIO @ (September 2022 - Present)
- Senior Financial Advisor, Senior Vice President @ (March 1989 - September 2022)
- Senior Financial Advisor and SVP @ (June 1982 - September 2022)
Tom Peterson Education
- University of Utah 1978-1982
Tom Peterson Skills
- Behavioral Finance
- Portfolio Construction
- Business Exit Planning
- Business Exit Strategies
- Business Financial Strategies
- Business Owner Planning
- Multi-generational Family Wealth Advising
- Microsoft Office
- Business Analysis
- Customer Service
- Strategic Planning
Tom Peterson Summary
- Tom Peterson, based in Salt Lake City, UT, US, is currently a Founding Partner and CIO at Peterson Rogers Private Wealth. Tom Peterson brings experience from previous roles at Merrill Lynch Wealth Management. Tom Peterson holds a 1978 - 1982 University of Utah. With a robust skill set that includes Behavioral Finance, Portfolio Construction, Business Exit Planning, Business Exit Strategies, Business Financial Strategies and more. Tom Peterson has 1 emails and 3 mobile phone numbers on RocketReach.
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Top Peterson Rogers Employees
Kade Archibald
Investment Analyst
Salt Lake City, UT, US
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