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About Us
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Russell A. Peterson
Russell A. Peterson, the firm’s founder, is a respected financial professional and registered investment advisor who brings wide experience and a uniquely personalized discipline to asset management. He has the background and credentials you are seeking. |
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Business Experience
- Incorporated as an independent financial advisory service since January 2000
- Chief Operating Officer and Chief Financial Officer for Synernet, LLC, with responsibility for oversight of insurance and other asset management programs
- Investment manager consultant employed by Advest, Inc. a broker dealer
- 20 years in financial management of health care organizations, as Chief Financial Officer. For 12 years, was CFO for York Hospital, with oversight of endowments and fund management
Education
- University of New Hampshire, Durham, N.H. MBA — Finance
- Husson College, Bangor, ME, BS in Business Administration
- Mount Hermon School
Examinations
- Series 65, September 1995
- Series 63, June 1995
- Series 7, May 1995
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