Matthew Peterson, CFA

Matthew Peterson, CFA, is the Managing Partner at Peterson Capital Management, LLC, a firm he co-founded in 2011 to focus on long-term value investing. With over two decades of experience in the financial sector, Peterson has held various roles at prestigious firms such as Goldman Sachs, Morgan Stanley, and Merrill Lynch. His expertise spans capital markets, risk management, and financial modeling.13

Education and Professional Background

• Education: Matthew holds a Bachelor of Science in Economics with a minor in Mathematics from the University of Puget Sound. He also holds the Chartered Financial Analyst (CFA) designation.12
• Career Path:
  • Peterson Capital Management: As Managing Partner since December 2010, he has led the firm in generating significant returns for investors, averaging 15.4% annualized since its inception.3
  • Diamond Management and Technology Consultants: Before establishing his own firm, he worked as a Capital Markets Manager, where he collaborated with top-tier investment banks and financial institutions.12
  • Merrill Lynch and American Express: Earlier in his career, he founded M. Peterson Financial Services and worked as an analyst at American Express Financial Advisors.2

Investment Philosophy

Peterson Capital Management employs a conservative, long-term value-based strategy that prioritizes fundamental business analysis over market trends. The firm focuses on identifying undervalued securities and emphasizes ethical investing practices and alignment of interests between managers and investors.14

Personal Life

Matthew resides in Austin, Texas, with his wife Gamze and their two children, Isabel and Adrian. His global experience includes living and working in China and England, which enriches his investment perspective.12