Joshua Peters
Chief Investment Officer at Zenith Sterling Advisers LLC
Active connections
Name | Gender | Age | Linked companies | Collaboration |
---|---|---|---|---|
Daniel Needham | M | - | 9 years | |
William Lyons | M | 68 | 17 years | |
Robin Diamonte | F | 59 | 9 years | |
Gail Landis | F | 71 | 11 years | |
Brad Stoots | M | - | 1 years | |
Debbie Wang | F | - |
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. | 22 years |
Daniel Dunn | M | 54 | 8 years | |
Noel G. Abat | M | - | 18 years |
Connections Chart
Multi-company connection
Former connections
Name | Gender | Age | Linked companies | Collaboration |
---|---|---|---|---|
Tao Huang | M | 60 | 18 years | |
Shamus Hines | M | - | 7 years | |
Betsy Richert | F | 72 | 9 years | |
Ronald T. McDaniel | M | 86 | 11 years | |
Hugh J. Zentmyer | M | 77 | 10 years | |
Robert Pinkerton | M | 61 | - | |
Mark Alan Hamilton | M | - |
OppenheimerFunds, Inc.
OppenheimerFunds, Inc. Investment ManagersFinance OppenheimerFunds, Inc. provides investment advice. The company was founded in 1959 and is headquartered in New York, NY. | 5 years |
Richard Cooley | M | 55 | 10 years | |
Dok Young Lee | M | - |
OppenheimerFunds, Inc.
OppenheimerFunds, Inc. Investment ManagersFinance OppenheimerFunds, Inc. provides investment advice. The company was founded in 1959 and is headquartered in New York, NY. | 5 years |
James Tanner | M | 63 | 4 years | |
Scott Cooley | M | 55 | 17 years | |
Richard E. Robbins | M | 61 | - | |
Peter Lowry | M | - |
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. | 2 years |
Paul Larson | M | - |
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. | 11 years |
Sumit Desai | M | - | 4 years | |
Eric Chenoweth | M | - | - | |
Tim Greening | M | - | - | |
Jared Gould | M | - |
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. | 2 years |
Todd D. Young | M | - | - | |
Urvish Rajaram Bidkar | M | - |
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. | 3 years |
Máire Lane | M | - |
OppenheimerFunds, Inc.
OppenheimerFunds, Inc. Investment ManagersFinance OppenheimerFunds, Inc. provides investment advice. The company was founded in 1959 and is headquartered in New York, NY. | 2 years |
Matt Fellowes | M | 49 | - | |
Cass Traub | M | 43 |
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. | 1 years |
Ji-mei Ma | F | - |
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. | 3 years |
Brian Ernest Huckstep | M | 54 | 2 years | |
Paul Charles Herbert | M | - | 8 years | |
Peng Chen | M | 53 | - | |
Scott Burns | M | - | 18 years | |
Melissa Anne Casson | F | - |
OppenheimerFunds, Inc.
OppenheimerFunds, Inc. Investment ManagersFinance OppenheimerFunds, Inc. provides investment advice. The company was founded in 1959 and is headquartered in New York, NY. | 3 years |
Neelm Pradhan Hameer | F | - | 4 years | |
Anuradha George | M | 57 | 11 years | |
Rebecca Setcavage | F | - |
OppenheimerFunds, Inc.
OppenheimerFunds, Inc. Investment ManagersFinance OppenheimerFunds, Inc. provides investment advice. The company was founded in 1959 and is headquartered in New York, NY. | 2 years |
Rupal Patel | F | - | 5 years | |
Ashish Braganza | M | - |
OppenheimerFunds, Inc.
OppenheimerFunds, Inc. Investment ManagersFinance OppenheimerFunds, Inc. provides investment advice. The company was founded in 1959 and is headquartered in New York, NY. | 1 years |
Senlin Jiang | M | 52 | 6 years | |
Michael Haas | M | 38 | - | |
Brian Harris | M | 63 |
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. | 2 years |
Akshay Pachisia | M | - | 1 years | |
John Toohey | M | - |
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. | 6 years |
Mike Fang | M | - | 3 years | |
Ashwin Krishnan | M | - |
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. | 2 years |
Colin A. Murphy | M | - |
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. | 3 years |
Carole A. Mortensen | F | - |
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. | 1 years |
Joseph T. Grause | M | 72 | 4 years | |
Eric Chenoweth | M | - |
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. | 12 years |
Iain Franks | M | - |
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. | 5 years |
David Quick | M | 44 |
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. | - |
Al Walker | M | 67 |
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. | 2 years |
Jeffrey A. Del Papa | M | - |
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. | 3 years |
Mohamad Hassan Makhzoumi | M | 44 |
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. | 2 years |
Rick Prostko | M | - |
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. | 2 years |
Joanne A. Smith | F | - |
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. | 6 years |
Byron Dunn | M | 66 |
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. | 6 years |
Michael S. Levine | M | - |
OppenheimerFunds, Inc.
OppenheimerFunds, Inc. Investment ManagersFinance OppenheimerFunds, Inc. provides investment advice. The company was founded in 1959 and is headquartered in New York, NY. | 24 years |
Frank S. Ptak | M | 80 | 3 years | |
Rick Jone Seto | M | - |
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. | 4 years |
Bryan Mittelman | M | 53 | 2 years | |
Gregory Goff | M | 52 | 4 years | |
Stephen D. Ferrone | M | 73 | - | |
Elizabeth Kirscher | F | 59 | 17 years | |
Martha Dustin Boudos | F | 57 | 15 years | |
Timothy K. Armour | M | 74 | 10 years | |
Scott C. Butera | M | 57 |
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. | 3 years |
Norbert Gottesman | M | - |
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. | 4 years |
Michael A. Mata | M | - |
OppenheimerFunds, Inc.
OppenheimerFunds, Inc. Investment ManagersFinance OppenheimerFunds, Inc. provides investment advice. The company was founded in 1959 and is headquartered in New York, NY. | 4 years |
Tom Idzorek | M | 53 | 3 years | |
Marcus A. Badger | M | - |
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. | 1 years |
Matthew A. Carara | M | - |
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. | 5 years |
Sanjay Ayer | M | - | 4 years | |
Zhihui Hu | F | - |
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. | 2 years |
Mitch Shue | M | 55 | 5 years | |
Olivier Sarkozy | M | 54 |
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. | - |
Stéphane Biehler | M | 56 | 4 years | |
Jason Nguyen | M | - | 4 years | |
Jamal Pesaran | M | - |
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. | 1 years |
Elizabeth Marie Bernstein | F | - | 1 years | |
Thomas George Schiller | M | - | - | |
Mark E. Burroughs | M | 48 |
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. | 4 years |
Anthony Chukumba | M | 52 | 2 years | |
Mike Trigg | M | 47 | 5 years | |
Ryan Dobratz | M | - | - | |
Chandler Reedy | M | 43 |
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. | - |
Katherine S. Kim | F | - |
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. | 1 years |
Pierre Besnard | M | - | 4 years |
Statistics
Country | Connections | % of total |
---|---|---|
United States | 92 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Joshua Peters
- Personal Network