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Mark Nestrud Peters
Membre du Comité d'Investissement chez
Pathstone Family Office LLC
Profil
Mr. Mark N.
Peters, CFA MBA, is a Managing Director at Pathstone Family Office LLC.
He has more than thirty years of experience to his work designing, implementing and managing investment portfolios for high net worth individuals and their families, and for investment committees of charitable foundation clients.
He is a voting member of Pathstone’s Investment Committee and a partner of the firm.
He is also the Chair of the Impact Committee and a member of the Alternatives and Strategy Investment Subcommittees.
Mr. Peters joined legacy firm Federal Street Advisors from Scudder Investments/Deutsche Bank where he oversaw product analysis for the mutual fund business.
He previously led asset allocation and manager selection research at LPL Financial, and headed up marketing at Travelers Investment Management Company.
He obtained his undergraduate degree from the Colorado College and his MBA from the University of Connecticut.
He is a Chartered Financial Analyst, and a member of the Boston Security Analysts Society.
Postes actifs de Mark Nestrud Peters
| Sociétés | Poste | Début |
|---|---|---|
Pathstone Family Office LLC
 Pathstone Family Office LLC Investment ManagersFinance Pathstone seeks to help clients create, manage and preserve wealth across generations. The firm integrates smart innovative programs with its traditional family office services to provide solutions that withstand the test of time. | Membre du Comité d'Investissement | 04/01/2016 |
Anciens postes connus de Mark Nestrud Peters
| Sociétés | Poste | Fin |
|---|---|---|
Federal Street Advisors, Inc.
 Federal Street Advisors, Inc. Investment ManagersFinance Federal Street Advisors'' investment approach is based on fundamental analysis and includes elements of modern portfolio theory. They determine a rate of return objective and an appropriate risk tolerance for each client. Then they develop an asset allocation, and funds or managers within each asset class, they believe will produce the desired return without exceeding the client’s risk tolerance over the long-term (15 years or more). Federal Street Advisors'' generally recommends that clients invest through separate account managers who manage investments in individual stocks or fixed-income securities; mutual funds including ETFs that invest primarily in such stocks or securities; and/or other pooled funds, including hedge funds and private equity funds. These managers and funds, in turn, invest in individual stocks, debt securities, or other investments. In some cases, the firm also recommend that a client invest in a hedge fund-of-funds sponsored and managed by an affiliate. | Membre du Comité d'Investissement | 04/01/2016 |
Travelers Investment Management Co.
 Travelers Investment Management Co. Investment ManagersFinance Profile unavailable. | Corporate Officer/Principal | - |
LPL Financial LLC
 LPL Financial LLC Investment ManagersFinance LPL Financials’ advisory services are made available to clients primarily through individuals associated with LPL as investment advisor representatives (IARs). The IARs has access to various research reports and model portfolios to which they may refer in determining investment advice IAR provides to clients. The IAR chooses their own research methods, investment style and management philosophy. | Corporate Officer/Principal | - |
Formation de Mark Nestrud Peters
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
16
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Travelers Investment Management Co.
Travelers Investment Management Co. Investment ManagersFinance Profile unavailable. | Finance |
LPL Financial LLC
LPL Financial LLC Investment ManagersFinance LPL Financials’ advisory services are made available to clients primarily through individuals associated with LPL as investment advisor representatives (IARs). The IARs has access to various research reports and model portfolios to which they may refer in determining investment advice IAR provides to clients. The IAR chooses their own research methods, investment style and management philosophy. | Finance |
Pathstone Family Office LLC
Pathstone Family Office LLC Investment ManagersFinance Pathstone seeks to help clients create, manage and preserve wealth across generations. The firm integrates smart innovative programs with its traditional family office services to provide solutions that withstand the test of time. | Finance |
The Colorado College
 The Colorado College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Connecticut
 University of Connecticut Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Federal Street Advisors, Inc.
Federal Street Advisors, Inc. Investment ManagersFinance Federal Street Advisors'' investment approach is based on fundamental analysis and includes elements of modern portfolio theory. They determine a rate of return objective and an appropriate risk tolerance for each client. Then they develop an asset allocation, and funds or managers within each asset class, they believe will produce the desired return without exceeding the client’s risk tolerance over the long-term (15 years or more). Federal Street Advisors'' generally recommends that clients invest through separate account managers who manage investments in individual stocks or fixed-income securities; mutual funds including ETFs that invest primarily in such stocks or securities; and/or other pooled funds, including hedge funds and private equity funds. These managers and funds, in turn, invest in individual stocks, debt securities, or other investments. In some cases, the firm also recommend that a client invest in a hedge fund-of-funds sponsored and managed by an affiliate. | Finance |
