Profile
Ms. Kimberly A.
Peterson, CFA, is Senior Research Analyst at Ashbridge Investment Management LLC.
Prior to joining Ashbridge in 2000, she was an Associate Consultant with Kalson & Associates and Hamilton & Company, both institutional investment consulting firms.
She was directly involved with leading asset manager search efforts, servicing clients, and monitoring and reporting on clients' portfolios.
She served as a senior marketing associate at Morgan Stanley Investment Management where she focused on the development and distribution of written communications, covering several styles of equity and fixed income investing.
Ms. Peterson received a BS in Finance, summa cum laude, and an MBA from Rider University.
Former positions of Kimberly A. Peterson
| Companies | Position | End |
|---|---|---|
Ashbridge Investment Management LLC
 Ashbridge Investment Management LLC Investment ManagersFinance Founded in 1992 by Charles Grace, Jr., Ashbridge Investment Management LLC is a registered investment advisor located in Philadelphia, Pennsylvania. The firm is a subsidiary of Threshold Group, an independent wealth advisor located in Gig Harbor, Washington. Ashbridge functions as the Grace family office and advises substantial individuals, families and related philanthropic entities | Analyst-Equity | 2010-12-30 |
Morgan Stanley Investment Management, Inc.
 Morgan Stanley Investment Management, Inc. Investment ManagersFinance Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises. | Sales & Marketing | - |
Training of Kimberly A. Peterson
| Rider University | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Ashbridge Investment Management LLC
Ashbridge Investment Management LLC Investment ManagersFinance Founded in 1992 by Charles Grace, Jr., Ashbridge Investment Management LLC is a registered investment advisor located in Philadelphia, Pennsylvania. The firm is a subsidiary of Threshold Group, an independent wealth advisor located in Gig Harbor, Washington. Ashbridge functions as the Grace family office and advises substantial individuals, families and related philanthropic entities | Finance |
Morgan Stanley Investment Management, Inc.
Morgan Stanley Investment Management, Inc. Investment ManagersFinance Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises. | Finance |
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