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Randy J. Peterson

Portfolio Manager, First Republic Investment Management

Northern California

Randy J. Peterson is a Senior Managing Director and Portfolio Manager at First Republic Investment Management.

Before joining First Republic Investment Management in 2006, Mr. Peterson was with U.S. Trust Company from 1998 to 2006 where he served as a Senior Portfolio Manager and Senior Vice President. He worked in both the Portland, Ore., and San Francisco offices of U.S. Trust, managing more than $650 million in multi-asset class portfolios for wealthy families and institutions. Prior to U.S. Trust, he was an Investment Officer in the Investment Management Group at Wells Fargo in San Francisco.

Mr. Peterson received his Bachelor of Science in business administration from the University of Colorado, Boulder and his MBA in finance from the University of Oregon. He holds the Chartered Financial Analyst designation and is a member of the CFA Society of San Francisco.

Wealth Management Experience: 20 Years

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