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Joshua Peters
Directeur en chef des Investissements chez Zenith Sterling Advisers LLC
Postes actifs de Joshua Peters
Sociétés | Poste | Début | Fin |
---|---|---|---|
Zenith Sterling Advisers LLC
![]() Zenith Sterling Advisers LLC Investment ManagersFinance Zenith Sterling Advisers LLC provides investment advisory services. The private company is based in Bloomington, IL. | Directeur en chef des Investissements | 01/01/2018 | - |
Historique de carrière de Joshua Peters
Anciens postes connus de Joshua Peters
Sociétés | Poste | Début | Fin |
---|---|---|---|
EDUCATIONAL DEVELOPMENT CORPORATION | Directeur/Membre du Conseil | 29/05/2020 | 29/06/2023 |
Independent Dir/Board Member | 29/05/2020 | 29/06/2023 | |
OppenheimerFunds, Inc.
![]() OppenheimerFunds, Inc. Investment ManagersFinance OppenheimerFunds, Inc. provides investment advice. The company was founded in 1959 and is headquartered in New York, NY. | Gestionnaire de Portefeuille-Actions | 01/12/2016 | 29/06/2018 |
Corporate Officer/Principal | 01/12/2016 | 29/06/2018 | |
Morningstar Investment Management LLC
![]() Morningstar Investment Management LLC Investment ManagersFinance Morningstar Investment Management LLC is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 and is a wholly-owned subsidiary of Morningstar, Inc. (NASDAQ: MORN). Morningstar Investment Management offers various investment advisory services that focus on their core capabilities in asset allocation, investment selection, and portfolio construction to financial or other institutions. | Corporate Officer/Principal | - | 30/11/2016 |
MORNINGSTAR, INC. | Corporate Officer/Principal | 01/01/2004 | 01/01/2016 |
UBS Investment Bank (US)
![]() UBS Investment Bank (US) Investment Banks/BrokersFinance UBS Investment Bank provides investment banking and securities brokerage services. Its clients include institutional and corporate clients, intermediaries, governments, and hedge funds. The firm also provides merger and acquisition advisory, private placement, investment research, foreign exchange, equity, and leverage finance advisory services. The firm is headquartered in San Francisco, CA. | Corporate Officer/Principal | 31/12/2003 | 31/12/2003 |
Morningstar, Inc. (Research)
![]() Morningstar, Inc. (Research) Investment ManagersFinance Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research. | Corporate Officer/Principal | 31/12/2002 | 31/12/2002 |
Formation de Joshua Peters
University of Minnesota | Undergraduate Degree |
Statistiques
Internationale
Etats-Unis | 9 |
Opérationnelle
Corporate Officer/Principal | 5 |
Director/Board Member | 1 |
Independent Dir/Board Member | 1 |
Sectorielle
Finance | 7 |
Consumer Services | 3 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Sociétés cotées | 2 |
---|---|
EDUCATIONAL DEVELOPMENT CORPORATION | Consumer Services |
MORNINGSTAR, INC. | Finance |
Entreprise privées | 5 |
---|---|
OppenheimerFunds, Inc.
![]() OppenheimerFunds, Inc. Investment ManagersFinance OppenheimerFunds, Inc. provides investment advice. The company was founded in 1959 and is headquartered in New York, NY. | Finance |
Morningstar, Inc. (Research)
![]() Morningstar, Inc. (Research) Investment ManagersFinance Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research. | Finance |
Morningstar Investment Management LLC
![]() Morningstar Investment Management LLC Investment ManagersFinance Morningstar Investment Management LLC is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 and is a wholly-owned subsidiary of Morningstar, Inc. (NASDAQ: MORN). Morningstar Investment Management offers various investment advisory services that focus on their core capabilities in asset allocation, investment selection, and portfolio construction to financial or other institutions. | Finance |
UBS Investment Bank (US)
![]() UBS Investment Bank (US) Investment Banks/BrokersFinance UBS Investment Bank provides investment banking and securities brokerage services. Its clients include institutional and corporate clients, intermediaries, governments, and hedge funds. The firm also provides merger and acquisition advisory, private placement, investment research, foreign exchange, equity, and leverage finance advisory services. The firm is headquartered in San Francisco, CA. | Finance |
Zenith Sterling Advisers LLC
![]() Zenith Sterling Advisers LLC Investment ManagersFinance Zenith Sterling Advisers LLC provides investment advisory services. The private company is based in Bloomington, IL. | Finance |
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