David Peterson

Senior Vice President, Head of Advanced Wealth Solutions

David Peterson is a senior executive currently serving as the Senior Vice President and Head of Advanced Wealth Solutions at Fidelity Investments. With extensive experience in the financial services sector, they have successfully contributed to the growth of domestic and international businesses. They previously held leadership roles at UBS Life Insurance Co. USA and Merrill Lynch, among others. Currently, David is also the owner of Sequoia Properties, manages investment and rental real estate, and serves on various advisory boards, including the NJCU School of Business. David holds an MBA in Accounting/Finance and a BA in Economics from the University of Illinois Urbana-Champaign.

Location

New York, United States

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