Matthew Peterson, CFA

Matthew Peterson, CFA, is a results-oriented investment manager with a strong background in capital markets, financial modeling, risk modeling, equity markets, fixed income, financial statement analysis, derivative pricing, process engineering, trade systems, process improvement, and Microsoft Office. He holds a Bachelor of Science in Economics and Mathematics from the University of Puget Sound.

Matthew has a wealth of experience in the finance industry, having held key positions at renowned organizations. He was formerly the Managing Partner at Peterson Capital Management, LLC, a Consultant - Contingent Employee at Goldman Sachs, a Manager at Diamond Management and Technology Consultants, and an Analyst at American Express Financial Advisors.

Matthew's expertise spans various areas such as investment management, financial analysis, and process optimization. His skill set includes in-depth knowledge of capital markets, financial modeling, and risk assessment. With a strong educational foundation and a diverse professional background, Matthew has demonstrated a commitment to excellence and a track record of delivering results.