Randy J. Peterson
Randy J. Peterson
Mr. Peterson joined First Republic in 2006. He manages relationships for ultra high net worth families and nonprofit institutions.
Mr. Peterson focuses on a broad array of customized family office services, including asset management and financial planning. He specializes in tactical asset allocation, equity and fixed income security selection, and due diligence on external managers, and invests broadly in stocks, bonds, real estate and alternative investments. His continued work has led to recognition on Barron’s Top Advisor Rankings by State from 2016 to 20191 and Barron’s Top 100 Independent Financial Advisors from 2016 to 2019.2
Prior to First Republic, he was with U.S. Trust Company from 1998 to 2006, where he served as a Senior Portfolio Manager managing multi-asset-class portfolios for wealthy families and institutions. Mr. Peterson began his career as an investment officer in the Investment Management Group at Wells Fargo.
Mr. Peterson earned his bachelor’s degree in Business Administration from The University of Colorado at Boulder and his MBA in Finance from the University of Oregon. He is a Chartered Financial Analyst® charterholder and a member of the CFA Society of San Francisco.
1The rankings are based on data provided by advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance isn’t an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment-picking abilities.
2The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors' practices.
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