Matthew Eric Peterson

56 year

Finance

Consumer Services

Profile

Matthew Eric Peterson worked as an Investment Director & Portfolio Strategist at Newgate Capital Management LLC from 2012 to 2013.
He then worked as a Director of Strategy & Research at GM Advisory Group, Inc. from 2013 to 2015.
From 2015 to 2018, he worked as a Senior Vice President & Wealth Strategist at LPL Financial LLC.
He also served as the Chief Investment Officer at Lydian Wealth Management, Inc. Mr. Peterson holds an MBA from Carnegie Mellon University, a graduate degree from the University of Pittsburgh (1995), and an undergraduate degree from the University of Connecticut (1990).

Former positions of Matthew Eric Peterson

Companies	Position	End
LPL Financial LLC LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients.	Market Strategist	2018-01-23
GM Advisory Group, Inc. GM Advisory Group, Inc. Investment ManagersFinance GM Advisory Group, Inc. (GMAG) is a SEC-registered investment adviser and wealth management firm headquartered in Melville, New York. The firm was founded by Frank P. Marzano in 2004. In 2023, they were acquired by Wealthspire Advisors LLC, ultimately owned by NFP Holdings LLC. GMAG provides discretionary and non-discretionary investment management services through separately managed accounts and pooled investment vehicles. They primarily provide discretionary investment management services to their managed account clients, principally through a wrap fee program.	Director of Research - Equity	2015-02-27
Lydian Wealth Management, Inc.	Corporate Officer/Principal	-
Newgate Capital Management LLC Newgate Capital Management LLC Investment ManagersFinance Founded in 1982 by George Foot and Dr. Sonia Rosenbaum, Newgate Capital Management LLC is a wealth management firm and registered investment advisor located in Greenwich, Connecticut. The firm provides investment management services to private, corporate and public funds, educational and charitable institutions, healthcare organizations and private clients.	Portfolio Manager-Equities	2013-05-30

See the detail of Matthew Eric Peterson's experience

Training of Matthew Eric Peterson

University of Connecticut	Undergraduate Degree
University of Pittsburgh	Graduate Degree
Carnegie Mellon University	Masters Business Admin

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

See the detail of Matthew Eric Peterson's experience

Connections

1st degree connections

1st degree companies

Male

Female

Members of the board

Executives

See the personal network

Linked companies

Private companies	4
Newgate Capital Management LLC Newgate Capital Management LLC Investment ManagersFinance Founded in 1982 by George Foot and Dr. Sonia Rosenbaum, Newgate Capital Management LLC is a wealth management firm and registered investment advisor located in Greenwich, Connecticut. The firm provides investment management services to private, corporate and public funds, educational and charitable institutions, healthcare organizations and private clients.	Finance
GM Advisory Group, Inc. GM Advisory Group, Inc. Investment ManagersFinance GM Advisory Group, Inc. (GMAG) is a SEC-registered investment adviser and wealth management firm headquartered in Melville, New York. The firm was founded by Frank P. Marzano in 2004. In 2023, they were acquired by Wealthspire Advisors LLC, ultimately owned by NFP Holdings LLC. GMAG provides discretionary and non-discretionary investment management services through separately managed accounts and pooled investment vehicles. They primarily provide discretionary investment management services to their managed account clients, principally through a wrap fee program.	Finance
Lydian Wealth Management, Inc.	Finance
LPL Financial LLC LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients.	Finance

See company connections