Randy Peterson, CFA’s Email & Phone

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Randy Peterson, CFA

Senior Managing Director/Portfolio Manager @ First Republic Investment Management

Randy Peterson, CFA Contact Details

Location:
San Francisco Bay Area
Work:
Senior Managing Director/Portfolio Manager @ First Republic Investment Management
Senior Vice President/Portfolio Manager @ US Trust
Portfolio Manager @ Wells Fargo Bank
Education:
MBA @ University of Oregon - Charles H. Lundquist College of Business
About:

I have over 20 years of experience managing capital. Our team manages over $3 billion for ultra-high net worth families and institutions. We act in a fiduciary capacity and always put our clients first. We run globally diversified, multi-asset class portfolios. We specialize in tactical asset allocation, equity and fixed income security selection, and due diligence on 

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