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Lisa Peters
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Finance
Consumer Services
Profile
Ms. Lisa Peters is Senior Wealth Advisor at J.P.
Morgan Investment Management, Inc.
Prior to joining JP Morgan Asset in 2010, Ms. Peters was Managing Director at Logan Capital.
She has years of experience in the financial community working in Philadelphia and New Jersey.
Before Logan, she served as a Senior Wealth Advisor at JP Morgan.
She has also had sales and marketing positions at PNC Advisors and CoreStates Investment Advisors.
Ms. Peters is a graduate of St. Lawrence University where she received a BA.
Former positions of Lisa Peters
| Companies | Position | End |
|---|---|---|
JPMorgan Investment Advisors, Inc.
 JPMorgan Investment Advisors, Inc. Investment ManagersFinance Provides investment acvice | Corporate Officer/Principal | - |
Logan Capital Management, Inc.
 Logan Capital Management, Inc. Investment ManagersFinance Logan Capital uses macroeconomic, fundamental and technical methods of analysis in selecting securities for clients' account. The firm’s range of equity and fixed income strategies focuses on high-conviction investments with strong returns. | Portfolio Manager-Equities | 30/09/2008 |
JPMorgan Investment Management, Inc.
 JPMorgan Investment Management, Inc. Investment ManagersFinance JPMIM seeks to generate positive excess return through both a bottom-up approach emphasizing security selection and a top-down approach focusing on macro investment themes and trends to aid in determining sector weightings, currency, and yield curve weighting where appropriate. The firm offers a broad range of US, non-US and global investment management products and provides different strategies that span the full spectrum of asset classes including equity, fixed-income, cash liquidity, currency, real estate, hedge funds and private equity. | Corporate Officer/Principal | - |
PNC Bank, NA (Investment Management)
 PNC Bank, NA (Investment Management) Investment ManagersFinance PNC-IM provides access to ETFs and mutual funds, separately managed accounts and advanced investment solutions, as well as individual debt and equity securities. | Corporate Officer/Principal | - |
Training of Lisa Peters
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 5 |
|---|---|
JPMorgan Investment Management, Inc.
JPMorgan Investment Management, Inc. Investment ManagersFinance JPMIM seeks to generate positive excess return through both a bottom-up approach emphasizing security selection and a top-down approach focusing on macro investment themes and trends to aid in determining sector weightings, currency, and yield curve weighting where appropriate. The firm offers a broad range of US, non-US and global investment management products and provides different strategies that span the full spectrum of asset classes including equity, fixed-income, cash liquidity, currency, real estate, hedge funds and private equity. | Finance |
PNC Bank, NA (Investment Management)
PNC Bank, NA (Investment Management) Investment ManagersFinance PNC-IM provides access to ETFs and mutual funds, separately managed accounts and advanced investment solutions, as well as individual debt and equity securities. | Finance |
Logan Capital Management, Inc.
Logan Capital Management, Inc. Investment ManagersFinance Logan Capital uses macroeconomic, fundamental and technical methods of analysis in selecting securities for clients' account. The firm’s range of equity and fixed income strategies focuses on high-conviction investments with strong returns. | Finance |
JPMorgan Investment Advisors, Inc.
JPMorgan Investment Advisors, Inc. Investment ManagersFinance Provides investment acvice | Finance |
St. Lawrence University
 St. Lawrence University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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