Ryan Gary Peterson
Chief Executive Officer at Copperleaf Capital LLC
Profile
Mr. Ryan G.
Peterson is a President at Copperleaf Capital LLC.
He has over thirty years of experience in the financial industry.
He built a successful financial planning practice and was then recruited into the corporate side of the industry, where he trained thousands of financial advisors across the United States.
Mr. Peterson was previously employed as a Managing Director by Metropolitan Life Insurance Co., a Vice President by Charles Schwab Investment Advisory, Inc., and an Advisor & Regional Director by American Express Financial Advisors, Inc. In 2016, he co-founded one of the fastest-growing financial services companies in America, with over $12 Billion in regulatory assets under management as of December 31, 2020.
He holds a bachelor’s degree in Business and an MBA in Strategic Management from the University of Minnesota Carlson School of Management.
His professional designations include Certified Financial Planner, Chartered Financial Consultant (ChFC), Chartered Mutual Fund Counselor (CMFC), and Chartered Life Underwriter (CLU).
He also received a Certificate in Blockchain & Digital Assets from the Digital Assets Council of Financial Professionals.
Ryan Gary Peterson active positions
| Companies | Position | Start |
|---|---|---|
Copperleaf Capital LLC
 Copperleaf Capital LLC Investment ManagersFinance Copperleaf Capital LLC is a financial planning company that offers a client portal for performance reporting and brokerage account access. The private company is based in Raleigh, NC. The company's financial advisors provide a variety of investments and insurance products and services to help individuals manage their assets and wealth efficiently. To establish online access, individuals can contact Christine MacMathis at 919-787-9725 or cmacmathis@copperleafcapital.com and schedule a meeting with one of the financial advisors. Founded in 1986, Ryan Gary Peterson has been the CEO of the company since 2003. | Chief Executive Officer | 2003-11-30 |
Former positions of Ryan Gary Peterson
| Companies | Position | End |
|---|---|---|
Metropolitan Life Insurance Co. (Investment Portfolio)
 Metropolitan Life Insurance Co. (Investment Portfolio) Investment ManagersFinance Metropolitan Life Insurance Co. (Investment Portfolio) (MetLife-IM) is the insurance management division of Metropolitan Life Insurance Co., which is owned by MetLife, Inc. (NYSE: MET), a global provider of insurance, annuities and employee benefit programs. The firm is headquartered in New York City with additional office in Morristown, New Jersey. MetLife-IM offers group dental benefit plans for individuals, employees, retirees and their families and provides dental plan administration for over 20 million people. The firm provides disability products for individuals, as well as employee and association groups who receive them through their employer. | Corporate Officer/Principal | 2002-12-31 |
Charles Schwab Investment Advisory, Inc.
 Charles Schwab Investment Advisory, Inc. Investment ManagersFinance Charles Schwab Investment Advisory, Inc. (CSIA) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm is a subsidiary of Schwab Holdings, Inc., which is owned by The Charles Schwab Corp. (NYSE: SCHW). CSIA provides portfolio management services for the Schwab Intelligent Portfolios (SIP) program. Clients of the SIP Program primarily include individuals, revocable living trusts, and individual retirement accounts. | Corporate Officer/Principal | 2000-12-31 |
| American Express Financial Advisors, Inc. | Corporate Officer/Principal | 1995-12-31 |
Training of Ryan Gary Peterson
| University of Minnesota | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Copperleaf Capital LLC
Copperleaf Capital LLC Investment ManagersFinance Copperleaf Capital LLC is a financial planning company that offers a client portal for performance reporting and brokerage account access. The private company is based in Raleigh, NC. The company's financial advisors provide a variety of investments and insurance products and services to help individuals manage their assets and wealth efficiently. To establish online access, individuals can contact Christine MacMathis at 919-787-9725 or cmacmathis@copperleafcapital.com and schedule a meeting with one of the financial advisors. Founded in 1986, Ryan Gary Peterson has been the CEO of the company since 2003. | Finance |
| American Express Financial Advisors, Inc. | |
Charles Schwab Investment Advisory, Inc.
Charles Schwab Investment Advisory, Inc. Investment ManagersFinance Charles Schwab Investment Advisory, Inc. (CSIA) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm is a subsidiary of Schwab Holdings, Inc., which is owned by The Charles Schwab Corp. (NYSE: SCHW). CSIA provides portfolio management services for the Schwab Intelligent Portfolios (SIP) program. Clients of the SIP Program primarily include individuals, revocable living trusts, and individual retirement accounts. | Finance |
Metropolitan Life Insurance Co. (Investment Portfolio)
Metropolitan Life Insurance Co. (Investment Portfolio) Investment ManagersFinance Metropolitan Life Insurance Co. (Investment Portfolio) (MetLife-IM) is the insurance management division of Metropolitan Life Insurance Co., which is owned by MetLife, Inc. (NYSE: MET), a global provider of insurance, annuities and employee benefit programs. The firm is headquartered in New York City with additional office in Morristown, New Jersey. MetLife-IM offers group dental benefit plans for individuals, employees, retirees and their families and provides dental plan administration for over 20 million people. The firm provides disability products for individuals, as well as employee and association groups who receive them through their employer. | Finance |
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