Hal E Peterson has been a Managing Principal at Columbia Pacific Wealth Management since 2019. Furthermore, the professional has professional experience at more than 16 companies using similar skills. Hal has a total work experience of 56+ years. Hal E Peterson studied at the Wharton School from 2006 to 2006. Hal E Peterson has the following certificates: Certified Investment Management Analyst (Cima) and License 47210. Now this professional lives in Austin, Texas region. Find this expert's current contacts through SoftwareOfficial search.
Name variants:
Harold Peterson,
Henry Peterson
Last updated May 19, 2024
Contact Information
Last Update
Jul 5, 2022
Email
ha**@dbpaustin.com, pe**@utexas.edu
Location
Austin, TX
Workplace
Colleagues
Work History
Managing Principal
1910 Fairview Ave east SUITE 200, Seattle, WA 98102
Jan 2019 — Oct 2019
Managing Principal
Mission Hill Advisors, LLC is an independent Registered Investment Advisor. The firm serves endowments, foundations, family offices, and successful entrepreneurs. Services include investment...
from Apr 2017
Advisory Council Member
11709 Boulder Ln, Austin, TX 78726
from Apr 2017
Managing Principal
Founder and Managing Principal. Castle Hill Advisors, LLC is an independent registered investment advisor firm serving endowments, foundations, and family offices in an Outsourced Chief Inve...
Apr 2014 — May 2017
Master of Science In Finance Advisory Council
2100 Speedway, Austin, TX 78712
The Advisory Council was created to support the MSF program as part of the McCombs Finance Department. The program at the McCombs School of Business provides a unique opportunity for student...
Mar 2013 — Sep 2016
Chairman, Investment Committee, Board of Trustees, Executive Committee, Fund Treasurer
1345 Philomena St, Austin, TX 78723
Primary oversight of the investment process, the institutional investment consultant and the custody relationships. Investment policy formulation and implementation.
Jan 2013 — Dec 2018
Chairman, Endowment Committee
1112 west 31St St, Austin, TX 78705
Oversight of all aspects of the Endowment investment portfolio.
May 2010 — Jun 2014
Chairman Board of Governors, Chairman Investment Committee, Member Governance, Impact, Finance Com
4315 Guadalupe St SUITE 300, Austin, TX 78751
Austin Community Foundation provides effective giving tools, impactful grants and social investments, and collaborative leadership on pressing issues.Founded: 1977Assets: $160MEndowed assets...
Jan 1, 2007 — Dec 2018
Chair Endowment Committee, Member Finance Committee, Administrative Board, the Heritage Circle
Texas
Leadership of the Endowment Committee, oversight of the institutional investment advisor and custody relationships. Strategic direction and development of the Endowment.
from Jan 1, 2007
Adjunct Instructor In Professional Development
1 University Sta, Austin, TX
Helped design the curriculum and taught the inaugural investments course to candidates for the Certified Finanancial Planner (CFP) designation.
2003 — 2004
Founder, Managing Partner, Chief Investment Officer
Founding Partner of Durbin Bennett Peterson - Private Wealth Management, LLC. Durbin Bennett Peterson is an independent private wealth management firm providing investment management, tax ad...
Aug 2000 — May 2014
Senior Vice President, Senior Portfolio Manager
100 north Tryon St, Charlotte, NC 28202
Senior Portfolio Manager responsibile for all marketable securities investments for clients of the Private Bank.
Jan 1994 — Aug 2000
Senior Vice President
Senior Vice President and Portfolio Manager. Responsible for securities investments for clients of the bank's Trust Department. First City was acquired by Frost Bank in 1993.
Mar 1989 — Jan 1994
Vice President
Registered representative of the brokerage firm serving individual investors, small businesses, and non-profit organizations in Denver Colorado and Seatte Washington.
May 1985 — Mar 1989
Education
2006 — 2006
1981 — 1985
Occupations
Professor
School Principal
Accountant
Finance and Accounting Specialist
Executive
Chairperson
Treasurer
Counselor
School Administrator
Educational Manager
Accounting Bookkeeper
Bookkeeper
Chief Executive
Financial Officer
Financial Manager
Advisor
Skills
Portfolio Management
Investments
Alternative Investments
Asset Allocation
Private Equity
Investment Research
Investment Management
Finance
Equities
Investment Policy
Financial Planning
Wealth Management Services
Securities
Strategic Financial Planning
Wealth Management
Entrepreneurship
Financial Advisory
Risk Management
Asset Management
Hedge Funds
Financial Services
Non Profit Leadership