Sonia Florio Peterson

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Finance

Consumer Services

Profile

Sonia Florio Peterson worked as a Partner at Veritable LP from 1999 to 2023.
Prior to that, she was a Principal at American Express Financial Advisors, Inc. in 1998.
Ms. Peterson completed her undergraduate degree at Villanova University.

Former positions of Sonia Florio Peterson

Companies	Position	End
Veritable LP Veritable LP Investment ManagersFinance Veritable aims to maximize client’s after-tax returns with an acceptable level of risk by combining a pragmatic approach to establishing risk tolerance and a long-term commitment to a diversified set of higher risk capital market investments and lower risk fixed income investments. The firm prefers bottom-up, research-driven strategies within the actively managed portions of the portfolio, as opposed to momentum or highly leveraged, high turnover, quantitatively driven strategies.	Portfolio Manager-Equities	31/08/2023
American Express Financial Advisors, Inc.	Corporate Officer/Principal	30/12/1998

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Private companies	3
Veritable LP Veritable LP Investment ManagersFinance Veritable aims to maximize client’s after-tax returns with an acceptable level of risk by combining a pragmatic approach to establishing risk tolerance and a long-term commitment to a diversified set of higher risk capital market investments and lower risk fixed income investments. The firm prefers bottom-up, research-driven strategies within the actively managed portions of the portfolio, as opposed to momentum or highly leveraged, high turnover, quantitatively driven strategies.	Finance
Villanova University Villanova University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
American Express Financial Advisors, Inc.