James Francis Peters
Chief Executive Officer at Tactical Allocation Group LLC
Profile
Mr. James F.
Peters, Jr. CPA, is Chief Executive Officer at Tactical Allocation Group LLC.
He joined the firm in March 2004.
Prior to establishing TAG as an independent Investment Advisor in 1988, TAG was a boutique money manager within UBS Financial Services Inc., wherein Mr. Peters also served as a member of the firm's national investment consulting services Advisory Council, and previously; Kidder Peabody's Detroit office Director of 401(k) plans.
Prior to TAG, Mr. Peters has served as partner in charge of taxation, employee benefits and personal financial planning for the Detroit office of Pannel Kerr Forster, an international accounting firm, wherein he authored that firm's national policy on investment strategy for client financial planning.
Mr. Peters earned a Bachelor of Science degree in Accounting with Minors in Economics and Philosophy from St. Louis University and a Master of Science in Taxation from Walsh College.
He is a Certified Public Accountant and a member of the American and Michigan Association of CPAs.
James Francis Peters active positions
| Companies | Position | Start |
|---|---|---|
Tactical Allocation Group LLC
 Tactical Allocation Group LLC Investment ManagersFinance Founded in 1988 by James Peters, Tactical Allocation Group LLC is a registered investment advisor located in Birmingham, Michigan. | Chief Executive Officer | 2004-02-29 |
Former positions of James Francis Peters
| Companies | Position | End |
|---|---|---|
UBS Financial Services, Inc.
 UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Corporate Officer/Principal | 1987-12-30 |
Kidder, Peabody & Co., Inc.
 Kidder, Peabody & Co., Inc. Investment Banks/BrokersFinance Kidder, Peabody & Co., Inc. provides security brokerage services. The private company is based in Buffalo, NY and has subsidiaries in Switzerland. The company was founded by Thomas W. Ostrander. | Corporate Officer/Principal | - |
Training of James Francis Peters
| St. Louis University | Undergraduate Degree |
| Walsh College | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
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Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Finance |
Tactical Allocation Group LLC
Tactical Allocation Group LLC Investment ManagersFinance Founded in 1988 by James Peters, Tactical Allocation Group LLC is a registered investment advisor located in Birmingham, Michigan. | Finance |
Kidder, Peabody & Co., Inc.
Kidder, Peabody & Co., Inc. Investment Banks/BrokersFinance Kidder, Peabody & Co., Inc. provides security brokerage services. The private company is based in Buffalo, NY and has subsidiaries in Switzerland. The company was founded by Thomas W. Ostrander. | Finance |
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