Robert Peterson

Analyst-Equity at

Focus Partners Wealth LLC

Finance

Commercial Services

Consumer Services

Profile

Mr. Robert Peterson is a Senior Portfolio Manager at Churchill Management Corp.
His areas of specialty include equity and economic research.
He is a member of the Portfolio Management Team that determines buy/sell strategies for several of Churchill Management Group’s Investment Strategies.
Prior to joining Churchill in 2004, Mr. Peterson was employed as a consultant with Integrated Decisions Systems.
He consulted with Investment Managers in the areas of risk control and strategy implementation.
He received a Bachelor’s Degree in Economics from the University of California at Los Angeles.

Robert Peterson active positions

Companies	Position	Start
Focus Partners Wealth LLC Focus Partners Wealth LLC Investment ManagersFinance Focus Partners tailors an investment portfolio to maximize the probability of achieving their client’s goals and objectives. The firm often incorporates both active and passive strategies into their client portfolios. Their investment decisions are guided by a long-term fundamental outlook. Focus Partners endeavors to enhance portfolios by seeking out uncorrelated and nontraditional investment opportunities that they believe have the potential to generate strong absolute returns over a full market cycle.	Analyst-Equity	2025-06-30

All active positions of Robert Peterson

Former positions of Robert Peterson

Companies	Position	End
Churchill Management Corp. Churchill Management Corp. Investment ManagersFinance Churchill aims to grow capital in favorable markets and protect in less favorable, high-risk environments. The firm combines both Fully Invested and Tactical protection focused strategies to create a customized and aligned investment plan that aims to reduce risk and volatility while providing consistent returns through active money management.	Analyst-Equity	2025-06-30
Integrated Decisions & Systems, Inc. Integrated Decisions & Systems, Inc. Miscellaneous Commercial ServicesCommercial Services Provides business management services	Corporate Officer/Principal	-

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Linked companies

Private companies	4
Focus Partners Wealth LLC Focus Partners Wealth LLC Investment ManagersFinance Focus Partners tailors an investment portfolio to maximize the probability of achieving their client’s goals and objectives. The firm often incorporates both active and passive strategies into their client portfolios. Their investment decisions are guided by a long-term fundamental outlook. Focus Partners endeavors to enhance portfolios by seeking out uncorrelated and nontraditional investment opportunities that they believe have the potential to generate strong absolute returns over a full market cycle.	Finance
Churchill Management Corp. Churchill Management Corp. Investment ManagersFinance Churchill aims to grow capital in favorable markets and protect in less favorable, high-risk environments. The firm combines both Fully Invested and Tactical protection focused strategies to create a customized and aligned investment plan that aims to reduce risk and volatility while providing consistent returns through active money management.	Finance
Integrated Decisions & Systems, Inc. Integrated Decisions & Systems, Inc. Miscellaneous Commercial ServicesCommercial Services Provides business management services	Commercial Services
University of California, Los Angeles University of California, Los Angeles Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services