Stephen Petersen
Director/Board Member at FOUR SPRINGS CAPITAL TRUST
Net worth: 583 922 $ as of 2024-03-30
Profile
Mr. Stephen R.
Petersen, CFA, is an Independent Director at Atlas Lithium Corp.
and a Managing Partner & Wealth Advisor at Prio Wealth LP.
He is on the Board of Directors at Atlas Lithium Corp., Four Springs Capital Trust Co. and University of Wisconsin Foundation.
He has managed and advised the assets of individual and institutional clients for the past 40 years.
At Prio Wealth, he provides thoughtful and dynamic investment advisory solutions for many of the firm’s institutional clients, in addition to complex multi-generational families.
He joined Prio Wealth in 2013, and is a Managing Partner of the firm.
He is a member of Prio’s Investment Committee, and a key contributor to Prio’s macroeconomic discussions for current and prospective clients.
Prior to joining Prio Wealth, he had an accomplished tenure at Fidelity Investments, most recently as Senior Vice President, Investments, and Portfolio Manager of Fidelity Equity-Income Fund.
Stephen began his Investment Management career at Fidelity as an Equity Analyst.
He is a graduate of the University of Wisconsin with a Bachelors Degree (BBA) in Business, and a Masters Degree (MS) in Finance.
He is a Chartered Financial Analyst.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
| 2024-04-07 | 34,308 ( 0.31% ) | 583 922 $ | 2024-03-30 |
Stephen Petersen active positions
| Companies | Position | Start |
|---|---|---|
| FOUR SPRINGS CAPITAL TRUST | Director/Board Member | 2014-02-28 |
| ATLAS LITHIUM CORPORATION | Director/Board Member | 2021-12-06 |
Prio Wealth LP
 Prio Wealth LP Investment ManagersFinance Prio Wealth LP is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1988 and formerly known as Seaward Management Corp. Prio Wealth provides investment management and financial planning advice to high-net-worth individuals, families, and non-profit institutions. | Investment Committee Member | 2013-09-30 |
| University of Wisconsin Foundation | Director/Board Member | - |
Former positions of Stephen Petersen
| Companies | Position | End |
|---|---|---|
Fidelity Management & Research Co. LLC
 Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Portfolio Manager-Equities | 2012-11-30 |
Wisconsin Alumni Association
 Wisconsin Alumni Association Miscellaneous Commercial ServicesCommercial Services Wisconsin Alumni Association operates as an association of alumni of the University of Wisconsin–Madison. It serves the interests of its alumni. The company was founded in 1861 and is headquartered in Madison, WI. | Director/Board Member | - |
Training of Stephen Petersen
| University of Wisconsin | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| ATLAS LITHIUM CORPORATION | Non-Energy Minerals |
| Private companies | 5 |
|---|---|
Fidelity Management & Research Co. LLC
Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Finance |
Prio Wealth LP
Prio Wealth LP Investment ManagersFinance Prio Wealth LP is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1988 and formerly known as Seaward Management Corp. Prio Wealth provides investment management and financial planning advice to high-net-worth individuals, families, and non-profit institutions. | Finance |
Four Springs Capital Trust Co.
 Four Springs Capital Trust Co. Real Estate Investment TrustsFinance Four Springs Capital Trust is a real estate investment trust. It focuses on acquiring, owning and managing a portfolio of single-tenant, income producing industrial, medical, service and necessity retail and office properties throughout the United States that are subject to long-term net leases. The firm's objective is to own and manage a diversified portfolio of single-tenant net lease real estate that maximizes cash available for distribution and delivers sustainable long-term risk-adjusted returns to shareholders. The company was founded on July 5, 2012 and is headquartered in Lake Como, NJ. | Finance |
| University of Wisconsin Foundation | Miscellaneous |
Wisconsin Alumni Association
Wisconsin Alumni Association Miscellaneous Commercial ServicesCommercial Services Wisconsin Alumni Association operates as an association of alumni of the University of Wisconsin–Madison. It serves the interests of its alumni. The company was founded in 1861 and is headquartered in Madison, WI. | Commercial Services |
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