Mr. Peters joined First Republic in 2017. Prior to First Republic, he was a Senior Vice President of Investments at UBS Financial Services in their Private Wealth Management division for 12 years. From 2001 to 2004, he was Co-Founder and Portfolio Manager of Chilmark Capital LLC, a long/short equity hedge fund. Prior to his role with Chilmark Capital, he was Vice President in the Executive Financial Services division at Hambrecht & Quist. He began his career at SG Cowen in 1996.
Mr. Peters has been recognized by the SF Business Times1 in 2011, 2012 and 2013 as one of the Bay Area’s top Wealth Advisors.
Mr. Peters earned his Bachelor of Science in Agricultural Business from California Polytechnic State University, San Luis Obispo, and a Master of Science in Financial Analysis from the University of San Francisco.
Wealth Management Experience: Since 1996
1NABCAP Premier Advisor award is based on the evaluation of 20 different practice categories such as experience, credentials, assets under management, fee structure and philosophy among other factors. Recognition was given to The Friedman Group, of which Mr. Peters was a member.
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