Stephen Petersen
Director/Board Member at FOUR SPRINGS CAPITAL TRUST
Net worth: 482 027 $ as of 2024-04-29
Profile
Stephen Reinhold Petersen is currently serving as an Independent Director at Atlas Lithium Corp.
He is also a Director at the University of Wisconsin Foundation.
In addition, he is the Managing Partner & Wealth Advisor at Prio Wealth LP and a Trustee at Four Springs Capital Trust Co. Previously, he worked as a Director at the Wisconsin Alumni Association.
Prior to that, he held the position of Senior Vice President & Portfolio Manager at Fidelity Management & Research Co. LLC from 1980 to 2012.
Mr. Petersen completed his undergraduate and graduate degrees at the University of Wisconsin in 1979 and 1980 respectively.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
| 2024-04-07 | 34,308 ( 0.23% ) | 482 027 $ | 2024-04-29 |
Stephen Petersen active positions
| Companies | Position | Start |
|---|---|---|
| FOUR SPRINGS CAPITAL TRUST | Director/Board Member | 2014-02-28 |
| ATLAS LITHIUM CORPORATION | Director/Board Member | 2021-12-06 |
Prio Wealth LP
 Prio Wealth LP Investment ManagersFinance Prio Wealth LP is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1988 and formerly known as Seaward Management Corp. Prio Wealth provides investment management and financial planning advice to high-net-worth individuals, families, and non-profit institutions. | Investment Committee Member | 2013-09-30 |
University of Wisconsin Foundation
 University of Wisconsin Foundation Investment Trusts/Mutual FundsMiscellaneous University of Wisconsin Foundation (UW Foundation) is a private, nonprofit organization headquartered in Madison, Wisconsin. The Foundation was founded in 1945 and is the official fundraising and gift-receiving organization for the University of Wisconsin–Madison (UW–Madison). UW Foundation is the university’s development and financial partner. | Director/Board Member | - |
Former positions of Stephen Petersen
| Companies | Position | End |
|---|---|---|
Fidelity Management & Research Co. LLC
 Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Portfolio Manager-Equities | 2012-11-30 |
Wisconsin Alumni Association
 Wisconsin Alumni Association Miscellaneous Commercial ServicesCommercial Services Wisconsin Alumni Association operates as an association of alumni of the University of Wisconsin–Madison. It serves the interests of its alumni. The company was founded in 1861 and is headquartered in Madison, WI. | Director/Board Member | - |
Training of Stephen Petersen
| University of Wisconsin | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| ATLAS LITHIUM CORPORATION | Non-Energy Minerals |
| Private companies | 5 |
|---|---|
Fidelity Management & Research Co. LLC
Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Finance |
Prio Wealth LP
Prio Wealth LP Investment ManagersFinance Prio Wealth LP is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1988 and formerly known as Seaward Management Corp. Prio Wealth provides investment management and financial planning advice to high-net-worth individuals, families, and non-profit institutions. | Finance |
Four Springs Capital Trust Co.
 Four Springs Capital Trust Co. Real Estate Investment TrustsFinance Four Springs Capital Trust is a real estate investment trust. It focuses on acquiring, owning and managing a portfolio of single-tenant, income producing industrial, medical, service and necessity retail and office properties throughout the United States that are subject to long-term net leases. The firm's objective is to own and manage a diversified portfolio of single-tenant net lease real estate that maximizes cash available for distribution and delivers sustainable long-term risk-adjusted returns to shareholders. The company was founded on July 5, 2012 and is headquartered in Lake Como, NJ. | Finance |
Wisconsin Alumni Association
Wisconsin Alumni Association Miscellaneous Commercial ServicesCommercial Services Wisconsin Alumni Association operates as an association of alumni of the University of Wisconsin–Madison. It serves the interests of its alumni. The company was founded in 1861 and is headquartered in Madison, WI. | Commercial Services |
University of Wisconsin Foundation
University of Wisconsin Foundation Investment Trusts/Mutual FundsMiscellaneous University of Wisconsin Foundation (UW Foundation) is a private, nonprofit organization headquartered in Madison, Wisconsin. The Foundation was founded in 1945 and is the official fundraising and gift-receiving organization for the University of Wisconsin–Madison (UW–Madison). UW Foundation is the university’s development and financial partner. | Miscellaneous |
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