Drew Peterson
Analyst-Festverzinsliche Wertpapiere bei Appleton Partners, Inc.
Profil
Mr. Drew Peterson, CFA, is a Vice President & Corporate Bond Research Analys at Appleton Partners, Inc. He works closely with the marketing team on commentary and thought leadership, and assists in portfolio positioning decisions on the Taxable and Crossover fixed income strategies.
Prior to joining Appleton, Mr. Peterson was a Performance Manager at Brown Brothers Harriman, overseeing the Performance Measurement & Attribution department.
Previously, he was a Lead Analyst in the Performance & Risk Analytics group at BNY Mellon.
Mr. Peterson received his B.A.
degree from Middlebury College.
He is a CFA charterholder and he also holds the CFA Institute’s Certificate in Investment Performance Measurement designation.
Aktive Positionen von Drew Peterson
| Unternehmen | Position | Beginn |
|---|---|---|
Appleton Partners, Inc.
 Appleton Partners, Inc. Investment ManagersFinance Appleton Partners, Inc. (Appleton) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1987 by Douglas Chamberlain and Kathleen Burge. Appleton provides portfolio management services to individuals, high net-worth individuals, charitable organizations, foundations or endowments, state or municipal governments, corporations or other businesses and clients from third-party platforms and/or third-party managers. | Analyst-Festverzinsliche Wertpapiere | - |
Ausbildung von Drew Peterson
| Middlebury College | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
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Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
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Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
Appleton Partners, Inc.
Appleton Partners, Inc. Investment ManagersFinance Appleton Partners, Inc. (Appleton) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1987 by Douglas Chamberlain and Kathleen Burge. Appleton provides portfolio management services to individuals, high net-worth individuals, charitable organizations, foundations or endowments, state or municipal governments, corporations or other businesses and clients from third-party platforms and/or third-party managers. | Finance |
