Shellie Kurek Peters
Portfolio Manager-Aktien bei The Colony Group LLC
Profil
Ms. Shellie K.
Peters is a Senior Wealth Advisor at The Colony Group LLC.
She has over 20 years of experience advising individuals, families and business owners.
Her wealth management and financial planning expertise provides valued insights and solutions in all aspects of financial planning including estate and trust planning, investment management, charitable planning, retirement planning, cash flow analysis and risk management.
She serves a core group of the firm’s clients, overseeing all aspects of the relationship and enjoys working with multiple generations of families to secure their values and legacies for generations to come.
Shellie is on our Her Wealth Executive Committee and co-chairs our Her Wealth Scholarship committee.
Previously she served as a Senior Wealth Advisor and Director of Financial Planning at Bridgewater Wealth & Financial Management prior to merging with The Colony Group in early 2018.
In addition to consulting and advisory roles, she has held a variety of management positions, including tenure at Wilmington Trust, N.A.
and Deloitte Investment Advisors.
She earned her Bachelor of Arts from St. John Fisher College in Rochester, New York.
She holds the Series 65 license and is a CERTIFIED FINANCIAL PLANNER™ practitioner.
Aktive Positionen von Shellie Kurek Peters
Unternehmen | Position | Beginn |
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The Colony Group LLC
The Colony Group LLC Investment ManagersFinance The Colony Group LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. Founded in 1986, the firm is a wholly owned subsidiary of Focus Financial Partners LLC, which is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). The Colony Group offers a suite of wealth management services to individuals, families, institutions, and businesses. | Portfolio Manager-Aktien | 01.01.2018 |
Ehemalige bekannte Positionen von Shellie Kurek Peters
Unternehmen | Position | Ende |
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Bridgewater Wealth & Financial Management LLC
Bridgewater Wealth & Financial Management LLC Investment ManagersFinance Bridgewater Wealth & Financial Management LLC provides investment advice. The company is based in Bethesda, MD. The company was founded in 1996 by Ronald Joseph Rubin. | Corporate Officer/Principal | 01.12.2017 |
Wilmington Trust Co.
Wilmington Trust Co. Regional BanksFinance Part of M&T Bank Corp., Wilmington Trust Co. is a state chartered commercial bank. The company is based in Wilmington, DE. William James Farrell has been the CEO of the company since 1976. | Corporate Officer/Principal | 01.01.2013 |
Deloitte Investment Advisors LLC
Deloitte Investment Advisors LLC Investment ManagersFinance Part of Aspiriant LLC, Deloitte Investment Advisors LLC provides investment advice. The company is based in New York, NY. Deloitte Investment Advisors was acquired by Aspiriant LLC from Deloitte Touche Tohmatsu Services LLC on October 04, 2010. | Corporate Officer/Principal | 05.02.2009 |
ETFidea LLC
ETFidea LLC Investment ManagersFinance ETFidea LLC is an independent, SEC-registered investment advisor headquartered in Syracuse, New York. The firm was founded in 2002 and provides a variety of advisory services to individuals, businesses, trusts and retirement plans. | Corporate Officer/Principal | 01.12.2004 |
RBC Dain Rauscher Corp. | Corporate Officer/Principal | 01.01.2002 |
Ausbildung von Shellie Kurek Peters
St. John Fisher College | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
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Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
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Frau
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Private Unternehmen | 6 |
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The Colony Group LLC
The Colony Group LLC Investment ManagersFinance The Colony Group LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. Founded in 1986, the firm is a wholly owned subsidiary of Focus Financial Partners LLC, which is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). The Colony Group offers a suite of wealth management services to individuals, families, institutions, and businesses. | Finance |
Bridgewater Wealth & Financial Management LLC
Bridgewater Wealth & Financial Management LLC Investment ManagersFinance Bridgewater Wealth & Financial Management LLC provides investment advice. The company is based in Bethesda, MD. The company was founded in 1996 by Ronald Joseph Rubin. | Finance |
Wilmington Trust Co.
Wilmington Trust Co. Regional BanksFinance Part of M&T Bank Corp., Wilmington Trust Co. is a state chartered commercial bank. The company is based in Wilmington, DE. William James Farrell has been the CEO of the company since 1976. | Finance |
Deloitte Investment Advisors LLC
Deloitte Investment Advisors LLC Investment ManagersFinance Part of Aspiriant LLC, Deloitte Investment Advisors LLC provides investment advice. The company is based in New York, NY. Deloitte Investment Advisors was acquired by Aspiriant LLC from Deloitte Touche Tohmatsu Services LLC on October 04, 2010. | Finance |
ETFidea LLC
ETFidea LLC Investment ManagersFinance ETFidea LLC is an independent, SEC-registered investment advisor headquartered in Syracuse, New York. The firm was founded in 2002 and provides a variety of advisory services to individuals, businesses, trusts and retirement plans. | Finance |
RBC Dain Rauscher Corp. | Finance |