Joshua Peters
Chief Investment Officer at Zenith Sterling Advisers LLC
Net worth: 99 153 $ as of 29/04/2024
Profile
Joshua J Peters is currently the Chief Investment Officer & Principal at Zenith Sterling Advisers LLC since 2018.
Prior to this, he worked as an Independent Director at Educational Development Corp.
from 2020 to 2023, as VP, Director-Equity Research & Portfolio Manager at OppenheimerFunds, Inc. from 2016 to 2018, and as Director-Equity & Income Strategy at Morningstar, Inc. from 2004 to 2016.
He also worked as an Analyst at Morningstar, Inc. (Research) from 2000 to 2002 and as an Associate at UBS Investment Bank (US) in 2003.
Mr. Peters received his undergraduate degree from the University of Minnesota.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
| 01/05/2023 | 46,992 ( 0.55% ) | 99 153 $ | 29/04/2024 |
Joshua Peters active positions
| Companies | Position | Start |
|---|---|---|
Zenith Sterling Advisers LLC
 Zenith Sterling Advisers LLC Investment ManagersFinance Zenith Sterling Advisers LLC provides investment advisory services. The private company is based in Bloomington, IL. | Chief Investment Officer | 31/12/2017 |
Former positions of Joshua Peters
| Companies | Position | End |
|---|---|---|
| EDUCATIONAL DEVELOPMENT CORPORATION | Director/Board Member | 28/06/2023 |
OppenheimerFunds, Inc.
 OppenheimerFunds, Inc. Investment ManagersFinance OppenheimerFunds, Inc. provides investment advice. The company was founded in 1959 and is headquartered in New York, NY. | Portfolio Manager-Equities | 28/06/2018 |
Morningstar Investment Management LLC
 Morningstar Investment Management LLC Investment ManagersFinance Morningstar Investment Management LLC is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 and is a wholly-owned subsidiary of Morningstar, Inc. (NASDAQ: MORN). Morningstar Investment Management offers various investment advisory services that focus on their core capabilities in asset allocation, investment selection, and portfolio construction to financial or other institutions. | Corporate Officer/Principal | 29/11/2016 |
| MORNINGSTAR, INC. | Corporate Officer/Principal | 31/12/2015 |
UBS Investment Bank (US)
 UBS Investment Bank (US) Investment Banks/BrokersFinance UBS Investment Bank provides investment banking and securities brokerage services. Its clients include institutional and corporate clients, intermediaries, governments, and hedge funds. The firm also provides merger and acquisition advisory, private placement, investment research, foreign exchange, equity, and leverage finance advisory services. The firm is headquartered in San Francisco, CA. | Corporate Officer/Principal | 30/12/2003 |
Training of Joshua Peters
| University of Minnesota | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 2 |
|---|---|
| EDUCATIONAL DEVELOPMENT CORPORATION | Consumer Services |
| MORNINGSTAR, INC. | Finance |
| Private companies | 5 |
|---|---|
OppenheimerFunds, Inc.
OppenheimerFunds, Inc. Investment ManagersFinance OppenheimerFunds, Inc. provides investment advice. The company was founded in 1959 and is headquartered in New York, NY. | Finance |
Morningstar, Inc. (Research)
 Morningstar, Inc. (Research) Investment ManagersFinance Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research. | Finance |
Morningstar Investment Management LLC
Morningstar Investment Management LLC Investment ManagersFinance Morningstar Investment Management LLC is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 and is a wholly-owned subsidiary of Morningstar, Inc. (NASDAQ: MORN). Morningstar Investment Management offers various investment advisory services that focus on their core capabilities in asset allocation, investment selection, and portfolio construction to financial or other institutions. | Finance |
UBS Investment Bank (US)
UBS Investment Bank (US) Investment Banks/BrokersFinance UBS Investment Bank provides investment banking and securities brokerage services. Its clients include institutional and corporate clients, intermediaries, governments, and hedge funds. The firm also provides merger and acquisition advisory, private placement, investment research, foreign exchange, equity, and leverage finance advisory services. The firm is headquartered in San Francisco, CA. | Finance |
Zenith Sterling Advisers LLC
Zenith Sterling Advisers LLC Investment ManagersFinance Zenith Sterling Advisers LLC provides investment advisory services. The private company is based in Bloomington, IL. | Finance |
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