PETERSON PARTNERS of SALT LAKE CITY, UT is an SEC-registered investment adviser (CRD 159450). Regulatory assets under management: $2.6B.
Compensation: % of AUM, Fixed, Performance.
Clients served: Investment cos.
| Name | Role | Location |
|---|---|---|
| Clinton Randall Peterson | CHIEF EXECUTIVE OFFICER, PRESIDENT, MANAGING DIRECTOR | — |
| Eric David Noble | CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER | — |
| CAPELL PHILIP J | MEMBER (OF PETERSON VENTURE PARTNERS, LLC) | — |
| DIBARTOLO JOSEPH MAURICE | CHIEF COMPLIANCE OFFICER - PETERSON PARTNERS INC. & ALL RELYING ADVISORS | — |
| COPE BRANDON KRONRAD | MANAGING MEMBER (OF PETERSON VENTURE PARTNERS, LLC); MEMBER (OF PETERSON VENTURE PARTNERS, LLC); PARTNER (OF PETERSON PARTNERS, INC.) (+3 more) | — |
| PETERSON DANIEL STAKER | CCO - PETERSON PARTNERS INC. & ALL RELYING ADVISORS; CHIEF ADMINISTRATIVE OFFICER & MANAGING DIRECTOR (OF PETERSON PARTNERS, INC.); CHIEF COMPLIANCE OFFICER (+5 more) | — |
| PETERSON JOEL CLINTON | CHIEF EXECUTIVE OFFICER (OF PETERSON PARTNERS, INC.); EXECUTIVE CHAIRMAN/MANAGING DIRECTOR; EXECUTIVE CHAIRMAN OF PETERSON PARTNERS INC./MANAGING DIRECTOR (+5 more) | — |
| HANSEN JEFFREY SCOTT | PARTNER; PARTNER (OF PETERSON PARTNERS, INC.) | — |
| FULLER MARC A | PARTNER; PARTNER (OF PETERSON PARTNERS, INC.) | — |
| WHITMAN WESTON WARNER | MEMBER (OF WHITMAN/PETERSON HOLDINGS, LLC); MEMBER (OF WHITMAN/PETERSON, LLC); OWNER/MANAGING MEMBER (OF WHITMAN/PETERSON HOLDINGS, LLC) | — |
| WHITMAN ROBERT ADAMS | OWNER/MANAGING MEMBER; OWNER/MANAGING MEMBER (OF WHITMAN/PETERSON HOLDINGS, LLC) | — |
| PETERSON CLINTON RANDALL | CHIEF EXECUTIVE OFFICER, PRESIDENT, MANAGING DIRECTOR; CHIEF EXECUTIVE OFFICER, PRESIDENT, MANAGING DIRECTOR (OF PETERSON PARTNERS INC.) | — |
| NOBLE ERIC DAVID | CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER; CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER - PETERSON PARTNERS INC. & ALL RELYING ADVISORS; DIRECTOR OF FINANCE, CHIEF COMPLIANCE OFFICER - PETERSON PARTNERS INC. & ALL RELYING ADVISORS | — |
| DAY MATTHEW C | PARTNER; PARTNER (OF PETERSON PARTNERS, INC.) | — |
| JENSEN HEATHER MADSEN | COMPLIANCE OFFICER (OF WHITMAN/PETERSON, LLC) | — |