Justin R. Peterson

Justin R. Peterson

Portfolio Manager-Equities at BBR Partners LLC

Finance
Consumer Services

Profile

Mr. Justin R.
Peterson
is a Partner, Director of Portfolio & Wealth Advisory at BBR Partners LLC.
He joined BBR Partners in 2005 and in 2011 opened BBR’s San Francisco office.
He is working with clients to develop their overall financial strategy, manage their investments, and integrate their investment, tax and estate planning into a cohesive wealth management plan.
He has extensive experience working with entrepreneurs during pre- and post-liquidity planning, as well as the management of single stock and concentrated positions.
Prior to joining BBR, he worked at JPMorgan, where he performed manager due diligence and worked on an investor relations team for traditional asset managers within JPMorgan Private Bank.
He graduated magna cum laude with a BA in Agriculture Economics degree from the University of Nebraska.

Justin R. Peterson active positions

CompaniesPositionStart
Portfolio Manager-Equities 01/01/2005
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Former positions of Justin R. Peterson

CompaniesPositionEnd
J.P. Morgan & Co., Inc. (Old) Corporate Officer/Principal 31/12/2004
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Training of Justin R. Peterson

University of Nebraska Undergraduate Degree

Experiences
Positions held

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Inactive

Listed companies

Private companies

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Connections

33

1st degree connections

3

1st degree companies

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Female

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Executives

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Linked companies

Private companies2

Finance

J.P. Morgan & Co., Inc. (Old)

Finance

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