Joseph “Joe” A. Peterson joins our Boise office of Raymond James in 2018 with a primary focus on institutional investment consulting. Responsibilities include investment fee and performance analysis, fiduciary training and participant education.
Prior to joining Raymond James, Joe worked directly for the Office of the Chief Executive in the Mergers & Acquisitions team for Albertsons Companies. Primary responsibilities included compiling quarterly financials, and conducting semi-annual comprehensive executive and financial reviews.
Joe holds a Master of Business Administration (MBA) from Boise State University and a BS in Finance from University of San Francisco.
Joe is a veteran of the United States Army and was awarded the distinguished Bronze Star Medal during his 9-month deployment to Kandahar, Afghanistan[i]. As Battalion Fire Direction Officer, Joe received this honorable recognition for technical expertise and adaptive leadership while in command of troops.
Joe is an Idaho native and enjoys all that Boise has to offer. In his free time you will find Joe and his family hiking, golfing, and exploring beautiful Idaho.
[i] The Bronze Star Medal is a decoration awarded to members of the United States Armed Forces for either heroic achievement, heroic service, meritorious achievement, or meritorious service in a combat zone.