Brian Peterson
Analyst-Equity at Capstone Financial Advisors, Inc.
Profile
Mr. Brian W.
Peterson is a Wealth Advisor & Partner at Capstone Financial Advisors, Inc. He joined Capstone in 2009.
Prior to becoming an Advisor, he served as a financial planner with Capstone.
He is a contributing member of Capstone’s Investment Committee.
He earned his Bachelor of Science in Finance from Valparaiso University.
He is a Certified Finical Planner.
Brian Peterson active positions
Companies | Position | Start |
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Capstone Financial Advisors, Inc.
Capstone Financial Advisors, Inc. Investment ManagersFinance Capstone Financial Advisors, Inc. (Capstone) is an independent, SEC-registered investment advisor headquartered in Downers Grove, Illinois. The firm was founded by Troy E. Bute and J. Frank Verkamp in 1999. Capstone provides advisory services to high-net-worth individuals, families, and institutions. | Analyst-Equity | 2009-05-31 |
Training of Brian Peterson
Valparaiso University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 1 |
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Capstone Financial Advisors, Inc.
Capstone Financial Advisors, Inc. Investment ManagersFinance Capstone Financial Advisors, Inc. (Capstone) is an independent, SEC-registered investment advisor headquartered in Downers Grove, Illinois. The firm was founded by Troy E. Bute and J. Frank Verkamp in 1999. Capstone provides advisory services to high-net-worth individuals, families, and institutions. | Finance |
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