Steve Peterson
Membre du Comité d'Investissement chez Sand Hill Global Advisors LLC
Profil
Mr. Stephen F.
Peterson is a Senior Wealth Manager & Shareholder at Sand Hill Global Advisors LLC.
With 30 years’ experience in wealth management and financial planning, he still strives every day towards this same goal in his work with his Sand Hill clients.
As a Senior Wealth Manager, he considers himself a “financial physician” who helps people live longer, financially healthy lives.
Mr. Peterson is passionate about getting to know his clients personally and helping them take care of not only their money, but everything else that comes up along the way—from kids and education planning, to buying or building homes, to philanthropic considerations.
He specializes in assisting high net worth individuals navigate the complexities of multi-generational wealth planning and transfer, with a special focus on residential real estate assets.
He understands the importance of both financial calculations and intrinsic personal valuations in the overall planning process, and applies his depth and breadth of experience and expertise to making sure clients consider their options when it comes to cash flow management and estate planning.
Mr. Peterson works closely with his clients’ other professionals too, from attorneys to accountants, to coordinate proper planning for things like optimal tax benefits and insurance coverage.
He also serves on the firm’s Investment Committee.
Mr. Peterson was previously employed as a Principal by Menlo Park-Atherton Education Foundation, an Associate by Coopers & Lybrand LLP, a Principal by Kidder, Peabody & Co., Inc., and a Portfolio Manager by Seton Smoke Capital Management.
He received his BA Political Science and Political Economy from the University of California, Berkeley and an MBA in Finance from New York University.
Postes actifs de Steve Peterson
| Sociétés | Poste | Début |
|---|---|---|
Sand Hill Global Advisors LLC
 Sand Hill Global Advisors LLC Investment ManagersFinance Sand Hill Global Advisors LLC (SHGA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Palo Alto, California. The firm was founded in 1982 by Jane Williams. SHGA provides investment management and wealth management services to high net-worth individuals, families, trusts, not-for-profit organizations, pension and profit-sharing plans, limited liability companies, partnerships, corporations, and business entities. | Membre du Comité d'Investissement | 01/01/2002 |
Anciens postes connus de Steve Peterson
| Sociétés | Poste | Fin |
|---|---|---|
Menlo Park-Atherton Education Foundation
 Menlo Park-Atherton Education Foundation Other Consumer ServicesConsumer Services Menlo Park-Atherton Education Foundation, also known as MPAEF, is a non-profit organization that supports the schools in the Menlo Park City School District. The non-profit company is based in Atherton, CA. The foundation invests in arts and science, innovation and technology, guidance and wellness, and in the professional development of teachers. MPAEF offers various donation options for parent donors, business and realtor partners, and friends of MPAEF. The foundation also hosts events such as the Schoolhouse Rocks 5K, Fun Run & Festival, and partners with local restaurants and businesses to provide shopping promotions that benefit the schools. | Corporate Officer/Principal | 01/01/2015 |
| Coopers & Lybrand LLP | Corporate Officer/Principal | - |
Kidder, Peabody & Co., Inc.
 Kidder, Peabody & Co., Inc. Investment Banks/BrokersFinance Kidder, Peabody & Co., Inc. provides security brokerage services. The private company is based in Buffalo, NY and has subsidiaries in Switzerland. The company was founded by Thomas W. Ostrander. | Corporate Officer/Principal | - |
Seton Smoke Capital Management
 Seton Smoke Capital Management Investment ManagersFinance Part of Cerity Partners LLC, Seton Smoke Capital Management is a company that provides financial advisory services. The company is based in Greenbrae, CA. Seton Smoke Capital Management was acquired by Brouwer & Janachowski LLC on November 11, 2008. | Corporate Officer/Principal | - |
Formation de Steve Peterson
| University of California, Berkeley | Undergraduate Degree |
| New York University | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 5 |
|---|---|
Seton Smoke Capital Management
Seton Smoke Capital Management Investment ManagersFinance Part of Cerity Partners LLC, Seton Smoke Capital Management is a company that provides financial advisory services. The company is based in Greenbrae, CA. Seton Smoke Capital Management was acquired by Brouwer & Janachowski LLC on November 11, 2008. | Finance |
| Coopers & Lybrand LLP | Commercial Services |
Kidder, Peabody & Co., Inc.
Kidder, Peabody & Co., Inc. Investment Banks/BrokersFinance Kidder, Peabody & Co., Inc. provides security brokerage services. The private company is based in Buffalo, NY and has subsidiaries in Switzerland. The company was founded by Thomas W. Ostrander. | Finance |
Sand Hill Global Advisors LLC
Sand Hill Global Advisors LLC Investment ManagersFinance Sand Hill Global Advisors LLC (SHGA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Palo Alto, California. The firm was founded in 1982 by Jane Williams. SHGA provides investment management and wealth management services to high net-worth individuals, families, trusts, not-for-profit organizations, pension and profit-sharing plans, limited liability companies, partnerships, corporations, and business entities. | Finance |
Menlo Park-Atherton Education Foundation
Menlo Park-Atherton Education Foundation Other Consumer ServicesConsumer Services Menlo Park-Atherton Education Foundation, also known as MPAEF, is a non-profit organization that supports the schools in the Menlo Park City School District. The non-profit company is based in Atherton, CA. The foundation invests in arts and science, innovation and technology, guidance and wellness, and in the professional development of teachers. MPAEF offers various donation options for parent donors, business and realtor partners, and friends of MPAEF. The foundation also hosts events such as the Schoolhouse Rocks 5K, Fun Run & Festival, and partners with local restaurants and businesses to provide shopping promotions that benefit the schools. | Consumer Services |
