Ryan Gary Peterson

Directeur Général chez Copperleaf Capital LLC

Profil

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.

Postes actifs de Ryan Gary Peterson

Sociétés	Poste	Début
Copperleaf Capital LLC	Directeur Général	01/12/2003

Anciens postes connus de Ryan Gary Peterson

Sociétés	Poste	Fin
Metropolitan Life Insurance Co. (Investment Portfolio)	Corporate Officer/Principal	01/01/2003
Charles Schwab Investment Advisory, Inc.	Corporate Officer/Principal	01/01/2001
American Express Financial Advisors, Inc.	Corporate Officer/Principal	01/01/1996