Pathway’s Team

Mr. Peterson joined Pathway in 2021 and is an associate in the California office. His responsibilities include assisting with the analysis of new investment opportunities, maintaining Pathway’s various databases, analyzing and monitoring investments and their performance, and generating client reports. Mr. Peterson received a BS in business administration, with a dual concentration in financial management and accounting, from California Polytechnic State University, San Luis Obispo. He is a CFA charterholder.