2 months ago
Charting a Course for 2023
In this edition of Investment Strategy, Sam Kirby of...
- With CAPTRUST Since 2019
- 617.348.3100
-
One Liberty Square 13th Floor
Boston, MA 02109
John H. Peterson
Senior Vice President,
Financial Advisor
- Milton, MA
- Lord of the Rings | Caddy Shack
- My parents, Tom Brady, and Eunice Kennedy Shriver
- Treat people the way you would expect to be treated
- Humility, work ethic, and loyalty
Financial Advisors
John Peterson is a wealth management financial advisor based in Boston, MA.
John joined CAPTRUST from Boston Advisors in 2019. He serves as senior vice president and financial advisor responsible for providing comprehensive wealth management services to high-net-worth investors and corporate executives.
Prior to joining the firm, John was a senior vice president and portfolio manager in the private advisory group of Boston Advisors.
Education
- Bachelor of Arts degree in history from Saint Anselm College
- Master of Business Administration degree from D’Amore-McKim School of Business at Northeastern University
Memberships
- Associate Member, the CFA Institute
- Member, Boston Estate Planning Council
- Member, The Milton-Hoosic Club
- Member, Milton Youth Lacrosse
News & Resources
Resources
Resources
5 months ago
Fed Plowing Ahead, in the Dark
The third quarter of 2022 saw rising inflation and recession...
Resources
8 months ago
Storm Before the Calm
After three remarkable years of outsized returns in the stock...
Resources
12 months ago
A Quarter with More Questions than Answers
Rising inflation, the specter of higher interest rates, and the...
