Shellie Kurek Peters
Portfolio Manager-Equities at The Colony Group LLC
Shellie Kurek Peters active positions
| Companies | Position | Start | End |
|---|---|---|---|
The Colony Group LLC
 The Colony Group LLC Investment ManagersFinance The Colony Group LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. Founded in 1986, the firm is a wholly owned subsidiary of Focus Financial Partners LLC, which is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). The Colony Group offers a suite of wealth management services to individuals, families, institutions, and businesses. | Portfolio Manager-Equities | 01/01/2018 | - |
Career history of Shellie Kurek Peters
Former positions of Shellie Kurek Peters
| Companies | Position | Start | End |
|---|---|---|---|
Bridgewater Wealth & Financial Management LLC
 Bridgewater Wealth & Financial Management LLC Investment ManagersFinance Bridgewater Wealth & Financial Management LLC provides investment advice. The company is based in Bethesda, MD. The company was founded in 1996 by Ronald Joseph Rubin. | Corporate Officer/Principal | 01/04/2013 | 01/12/2017 |
Wilmington Trust Co.
 Wilmington Trust Co. Regional BanksFinance Part of M&T Bank Corp., Wilmington Trust Co. is a state chartered commercial bank. The company is based in Wilmington, DE. William James Farrell has been the CEO of the company since 1976. | Corporate Officer/Principal | 01/07/2010 | 01/01/2013 |
Deloitte Investment Advisors LLC
 Deloitte Investment Advisors LLC Investment ManagersFinance Part of Aspiriant LLC, Deloitte Investment Advisors LLC provides investment advice. The company is based in New York, NY. Deloitte Investment Advisors was acquired by Aspiriant LLC from Deloitte Touche Tohmatsu Services LLC on October 04, 2010. | Corporate Officer/Principal | 29/03/2007 | 05/02/2009 |
ETFidea LLC
 ETFidea LLC Investment ManagersFinance ETFidea LLC is an independent, SEC-registered investment advisor headquartered in Syracuse, New York. The firm was founded in 2002 and provides a variety of advisory services to individuals, businesses, trusts and retirement plans. | Corporate Officer/Principal | 01/01/2002 | 01/12/2004 |
| RBC Dain Rauscher Corp. | Corporate Officer/Principal | 01/01/2001 | 01/01/2002 |
Training of Shellie Kurek Peters
| St. John Fisher College | Undergraduate Degree |
Statistics
International
| United States | 8 |
Operational
| Corporate Officer/Principal | 5 |
| Portfolio Manager-Equities | 1 |
| Undergraduate Degree | 1 |
Sectoral
| Finance | 7 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 6 |
|---|---|
The Colony Group LLC
The Colony Group LLC Investment ManagersFinance The Colony Group LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. Founded in 1986, the firm is a wholly owned subsidiary of Focus Financial Partners LLC, which is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). The Colony Group offers a suite of wealth management services to individuals, families, institutions, and businesses. | Finance |
Bridgewater Wealth & Financial Management LLC
Bridgewater Wealth & Financial Management LLC Investment ManagersFinance Bridgewater Wealth & Financial Management LLC provides investment advice. The company is based in Bethesda, MD. The company was founded in 1996 by Ronald Joseph Rubin. | Finance |
Wilmington Trust Co.
Wilmington Trust Co. Regional BanksFinance Part of M&T Bank Corp., Wilmington Trust Co. is a state chartered commercial bank. The company is based in Wilmington, DE. William James Farrell has been the CEO of the company since 1976. | Finance |
Deloitte Investment Advisors LLC
Deloitte Investment Advisors LLC Investment ManagersFinance Part of Aspiriant LLC, Deloitte Investment Advisors LLC provides investment advice. The company is based in New York, NY. Deloitte Investment Advisors was acquired by Aspiriant LLC from Deloitte Touche Tohmatsu Services LLC on October 04, 2010. | Finance |
ETFidea LLC
ETFidea LLC Investment ManagersFinance ETFidea LLC is an independent, SEC-registered investment advisor headquartered in Syracuse, New York. The firm was founded in 2002 and provides a variety of advisory services to individuals, businesses, trusts and retirement plans. | Finance |
| RBC Dain Rauscher Corp. | Finance |
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