Randy J. Peterson

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 him to recognition on Barron’s Top Advisor Rankings by State¹ in 2017 and Barron’s Top 100 Independent Financial Advisors² in 2016. 
 
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 in Business Administration from The University of Colorado at Boulder and his MBA in Finance from the University of Oregon. Mr. Peterson holds the Chartered Financial Analyst^® designation and is a member of the CFA Society of San Francisco.

Wealth Management Experience: Since 1993

 

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.