FDIC-Insured - Backed by the full faith and credit of the U.S. Government
Matt Peterson
Senior Vice President, Senior Portfolio Manager
What I Specialize In
- Portfolio Management
- Investment Strategies
- Wealth Management
- Nonprofit Investment Management
My Locations
Lobby Hours Mon–Fri: 9am–4pm | Sat–Sun: Closed
Drive-Up Hours Mon–Fri: 8:30am–4:30pm | Sat–Sun: Closed
About Matt Peterson
Matthew oversees investment strategies, including asset allocation, fund research and selection, manager due diligence, and trading. He also serves as the department’s day-to-day portfolio manager, ensuring customers’ portfolios are designed to meet their goals while fostering strong customer relationships, and looking for opportunities to develop new ones. With more than 15 years of wealth-management experience, Matthew brings deep expertise in portfolio management and investment strategy. Matt...
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