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Petra Natalia Loer
Corporate Officer/Principal at
Andersen Tax LLC
Profile
Ms. Petra N.
Loer, CFA, is a Managing Director at Andersen Tax LLC.
She is a member of the Valuation Services Group at Andersen Tax.
Her experience includes the valuation of closely-held businesses, business interests, intangible assets, intellectual property, debt instruments, and derivatives.
These engagements span a variety of purposes, including financial reporting, tax planning and reporting, mergers and acquisitions, litigation support, strategic planning, and restructuring.
Her client basis ranges from small closely held businesses to multi-billion dollar multinational public companies, in industries as diverse as manufacturing to technology.
Before joining Andersen Tax, Ms. Loer was a member of the Valuation Services practices at Huron Consulting Group and Arthur Andersen.
She received her BS degree from the University of California.
She holds the Chartered Financial Analyst and Accredited Senior Appraiser designations.
Petra Natalia Loer active positions
| Companies | Position | Start |
|---|---|---|
Andersen Tax LLC
 Andersen Tax LLC Investment ManagersFinance Andersen formulates their investment advice based on the client’s individual circumstances. The firm then develops a strategic investment plan and target asset allocation that seeks to achieve the rate of return necessary to achieve the client’s financial goals without exposure to unnecessary levels of market risk. They combine Modern Portfolio Theory with the client’s personal investment philosophy to construct a portfolio designed to accomplish the client’s financial goals when developing a recommended asset allocation. | Corporate Officer/Principal | - |
Training of Petra Natalia Loer
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
27
1st degree connections
2
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Andersen Tax LLC
Andersen Tax LLC Investment ManagersFinance Andersen formulates their investment advice based on the client’s individual circumstances. The firm then develops a strategic investment plan and target asset allocation that seeks to achieve the rate of return necessary to achieve the client’s financial goals without exposure to unnecessary levels of market risk. They combine Modern Portfolio Theory with the client’s personal investment philosophy to construct a portfolio designed to accomplish the client’s financial goals when developing a recommended asset allocation. | Finance |
University of California
 University of California Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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