With nearly a decade of experience in comprehensive Financial Analysis, Mergers and Acquisitions, and Treasury Solutions, Joe joined the Campbell Courtright Group in 2018 with primary responsibilities for investment fee and performance analysis, fiduciary training and participant education. Joe holds the designation of Accredited Investment Fiduciary (AIF®) and Certified Plan Fiduciary Advisor (CPFA) in addition to a BS in International Business from the University of San Francisco, and MBA from Boise State University. Prior to joining Raymond James, Joe worked directly for the Office of the Chief Executive in the Mergers & Acquisitions team for Albertsons Companies, Inc. and served as a member of the Global Treasury Sales in the Tech, Media and Telecom Division of Bank of America Merrill Lynch serving multi-national organizations out of San Francisco. Prior to his career in Finance, Joe served as an officer in the United States Army.
Joseph Peterson, CPFA, AIF® Financial Advisor