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Asegurado por la FDIC- Respaldado por la plena fe y el crédito del Gobierno de los estados Unidos

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Matt Peterson

Senior Vice President, Senior Portfolio Manager


En qué me especializo

  • Portfolio Management
  • Investment Strategies
  • Wealth Management
  • Nonprofit Investment Management

Mis ubicaciones

Apple Valley

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7303 161st St., Rosemount, MN 55068

Horario de lobby Mon–Fri: 9am–4pm | Sat–Sun: Closed

Horario de autoservicio Mon–Fri: 8:30am–4:30pm | Sat–Sun: Closed

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About Matt Peterson

Matthew oversees investment strategies, including asset allocation, fund research and selection, manager due diligence, and trading. He also serves as the department’s day-to-day portfolio manager, ensuring customers’ portfolios are designed to meet their goals while fostering strong customer relationships, and looking for opportunities to develop new ones. With more than 15 years of wealth-management experience, Matthew brings deep expertise in portfolio management and investment strategy. Matt...

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