Greg Peterson

Finance

Consumer Services

Profile

Dr. Gregory L.
Peterson is Senior Investment Advisor at Ballentine Partners LLC (formerly Ballentine Finn & Co, Inc.).
He is also a Director of Investment Research of the firm.
He joined the firm in January 2010.
Prior to joining Ballentine, Dr. Peterson worked at PanAgora Asset Management as a Research Manager.
Before that, he was a Vice President at Independence Investment Associates, Inc. He began his investment career as a quantitative investment analyst at Grantham, Mayo and Van Otterloo, LLP.
Prior to entering the financial services industry, Dr. Peterson was an Assistant Professor of Mathematics at East Carolina University after having been a Visiting Assistant Professor of Mathematics at Duke University.
Dr. Peterson earned an MBA with a concentration in Financial Engineering from the Sloan School of Management at the Massachusetts Institute of Technology.
Before that, he earned a Ph.D.
in Mathematics from the University of North Carolina at Chapel Hill and a Bachelor's degree with a double major in Mathematics and Philosophy from Kenyon College.
He holds the Chartered Financial Analyst designation.

Former positions of Greg Peterson

Companies	Position	End
PanAgora Asset Management, Inc. PanAgora Asset Management, Inc. Investment ManagersFinance PanAgora Asset Management, Inc. (PAM) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1989 and is a subsidiary of PanAgora Holdings, Inc., ultimately held by Power Corp. of Canada (TSE: POW) in Canada. PAM is the sponsor and investment manager for certain private unregistered investment pools, such as funds organized under US tax-qualified group trusts, domestic private funds organized as limited liability companies, and offshore private funds organized as Cayman Islands exempted companies. They also provide investment advisory services to institutional separate account clients.	Corporate Officer/Principal	2001-09-30
East Carolina University	Corporate Officer/Principal	-
Grantham, Mayo, Van Otterloo & Co. LLC Grantham, Mayo, Van Otterloo & Co. LLC Investment ManagersFinance Grantham, Mayo, Van Otterloo & Co. LLC (dba GMO) is a privately-held, SEC-registered global investment management firm headquartered in Boston, Massachusetts. GMO was founded was founded in 1977 and provides investment advice to a wide variety of clients.	Corporate Officer/Principal	1995-07-31
Ballentine Partners LLC Ballentine Partners LLC Investment ManagersFinance Ballentine Partners LLC is a SEC-registered investment advisor and wealth management firm headquartered in Waltham, Massachusetts. The firm was founded by Roy Ballentine and Alice Finn in 2010 to continue manage the entire business of Ballentine, Finn & Co., Inc., a wealth advisory firm which was created in 1984. They are a subsidiary of Ballentine & Co., Inc. Ballentine Partners provides financial advice for wealthy families.	Director of Research - Equity	-

See the detail of Greg Peterson's experience

Training of Greg Peterson

Kenyon College	Undergraduate Degree
The University of North Carolina at Charlotte	Doctorate Degree
Massachusetts Institute of Technology	Masters Business Admin

Experiences
Positions held

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