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Mark Nestrud Peters
Investment Committee Member at Pathstone Family Office LLC
Mark Nestrud Peters active positions
Companies | Position | Start | End |
---|---|---|---|
Pathstone Family Office LLC
![]() Pathstone Family Office LLC Investment ManagersFinance Pathstone Family Office LLC (Pathstone) is a SEC-registered investment advisor and wealth management firm headquartered in Englewood, New Jersey. The firm was founded by Steven Braverman Braverman and Allan Zachariah in 2010. The firm, through Pathstone Intermediate Holdings LLC, is a wholly owned subsidiary of Pathstone Holdings LLC. Pathstone offers families, family offices and select nonprofit institutions with comprehensive family office services and customized investment advice. | Portfolio Manager-Equities | 04/01/2016 | - |
Investment Committee Member | 04/01/2016 | - | |
Analyst-Equity | 04/01/2016 | - |
Career history of Mark Nestrud Peters
Former positions of Mark Nestrud Peters
Companies | Position | Start | End |
---|---|---|---|
Federal Street Advisors, Inc.
![]() Federal Street Advisors, Inc. Investment ManagersFinance Founded in 1991, Federal Street Advisors, Inc. is a registered investment advisor located in Boston, Massachusetts. The firm's investment advisory clients include high net-worth individuals, their families, and tax-exempt foundations, charitable entities or associations. These relationships often include trusts, estates, and partnerships or other family investment vehicles. They also have experience advising pension plans. | Investment Committee Member | - | 04/01/2016 |
Portfolio Manager-Equities | - | 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 Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients. | Corporate Officer/Principal | - | - |
Training of Mark Nestrud Peters
The Colorado College | Undergraduate Degree |
University of Connecticut | Masters Business Admin |
Statistics
International
United States | 7 |
Operational
Investment Committee Member | 2 |
Portfolio Manager-Equities | 2 |
Corporate Officer/Principal | 2 |
Sectoral
Finance | 5 |
Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 4 |
---|---|
Federal Street Advisors, Inc.
![]() Federal Street Advisors, Inc. Investment ManagersFinance Founded in 1991, Federal Street Advisors, Inc. is a registered investment advisor located in Boston, Massachusetts. The firm's investment advisory clients include high net-worth individuals, their families, and tax-exempt foundations, charitable entities or associations. These relationships often include trusts, estates, and partnerships or other family investment vehicles. They also have experience advising pension plans. | Finance |
Pathstone Family Office LLC
![]() Pathstone Family Office LLC Investment ManagersFinance Pathstone Family Office LLC (Pathstone) is a SEC-registered investment advisor and wealth management firm headquartered in Englewood, New Jersey. The firm was founded by Steven Braverman Braverman and Allan Zachariah in 2010. The firm, through Pathstone Intermediate Holdings LLC, is a wholly owned subsidiary of Pathstone Holdings LLC. Pathstone offers families, family offices and select nonprofit institutions with comprehensive family office services and customized investment advice. | Finance |
LPL Financial LLC
![]() LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients. | Finance |
Travelers Investment Management Co.
![]() Travelers Investment Management Co. Investment ManagersFinance Profile unavailable. | Finance |
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