Prio Wealth Logo
  • Home
  • About
    • Who We Are
    • Who We Work With
    • Meet Our Team
    • FAQs
  • Our Approach
    • How We’re Different
    • How We Work
    • How We Invest
  • Services
  • Insights
  • Client Login
  • Contact Us
Menu
  • Home
  • About
    • Who We Are
    • Who We Work With
    • Meet Our Team
    • FAQs
  • Our Approach
    • How We’re Different
    • How We Work
    • How We Invest
  • Services
  • Insights
  • Client Login
  • Contact Us
Menu
  • Home
  • About
    • Who We Are
    • Who We Work With
    • Meet Our Team
    • FAQs
  • Our Approach
    • How We’re Different
    • How We Work
    • How We Invest
  • Services
  • Insights
  • Client Login
  • Contact Us

Meet Your Team

Adrian Ketri
Alanna O. Spada, CFP®
Alessandra M. Thornton
Daniel J. Coleman, Jr., CFP®
Daniel S. Finger
David G. Swallow
Jeffrey J. St. Mary, CFA
Jennie Chung
Jillian M. Kotowski
John G. Bratschi
Karina S. Johnson
Kelly A. Morgan
Kelvin H. Cho
Kirsten Daamen
Kristin C. Bowser
Margaret M. Saltalamacchia
Mark T. Valickus
Michael Smith-Vaughan, CFP®
Michelle M. Lally
Patricia A. Melnick
Paul Stringer
Robert L. Devinney, CFP®, ChFC®
Stephen R. Petersen, CFA
Susan S. Mooney
Thomas F. Woodhouse, CFA, CFP®
William (Bill) Dion, CFP®
William G. Mozek
Linkedin

Stephen R. Petersen, CFA

Managing Partner, Wealth Advisor

Stephen has managed and advised the assets of individual and institutional clients for the past 40 years. At Prio Wealth, he provides thoughtful and dynamic investment advisory solutions for many of the firm’s institutional clients, in addition to complex multi-generational families. He joined Prio Wealth in 2013, and is a Managing Partner of the firm. He is a member of Prio’s Investment Committee, and a key contributor to Prio’s macroeconomic discussions for current and prospective clients.

Prior to joining Prio Wealth, Stephen had an accomplished tenure at Fidelity Investments, most recently as Senior Vice President, Investments, and Portfolio Manager of Fidelity Equity-Income Fund. Stephen began his Investment Management career at Fidelity as an Equity Analyst.

Stephen is a graduate of the University of Wisconsin with a Bachelors Degree (BBA) in Business, and a Masters Degree (MS) in Finance. Stephen currently Chairs the Investment Committee of the University of Wisconsin Foundation. He also is Co-Chair of the Executive Committee for the Catholic Schools Foundation Inner-City Scholarship Fund. Stephen is a Chartered Financial Analyst®.

Stephen’s personal priorities include studying the financial markets, golfing, and spending time with his wife, adult children, and grandchildren.

Contact Stephen R. Petersen, CFA
Adrian Ketri
Alanna O. Spada, CFP®
Alessandra M. Thornton
Daniel J. Coleman, Jr., CFP®
Daniel S. Finger
David G. Swallow
Jeffrey J. St. Mary, CFA
Jennie Chung
Jillian M. Kotowski
John G. Bratschi
Karina S. Johnson
Kelly A. Morgan
Kelvin H. Cho
Kirsten Daamen
Kristin C. Bowser
Margaret M. Saltalamacchia
Mark T. Valickus
Michael Smith-Vaughan, CFP®
Michelle M. Lally
Patricia A. Melnick
Paul Stringer
Robert L. Devinney, CFP®, ChFC®
Stephen R. Petersen, CFA
Susan S. Mooney
Thomas F. Woodhouse, CFA, CFP®
William (Bill) Dion, CFP®
William G. Mozek

Start With Prio Today

Contact Prio Wealth today to explore your financial priorities and how we can work with you to meet your wealth management goals.

Request a Consultation
Address: 265 Franklin Street, Suite 2001, Boston, MA 02110-3199
Tel: (617) 224-1900
Privacy Disclosures  |  Terms of Use | Careers
© 2022 All Rights Reserved. Brand by Creative:MINT
Linkedin Facebook-f Twitter
FORM ADV
FORM CRS