Willow Grove Advisors, LLC
510-705-1771
Keley Petersen
Specialty
Wealth Management
Mission
Willow Grove Advisors is an independent wealth management firm with an international client base. We work primarily with global families and entrepreneurs to provide the specialized services and investment strategies that are appropriate for each client, based on where they are in their personal and professional life-cycles. At Willow Grove we are a completely customer needs-driven advisor.
Bio
Willow Grove Advisors, LLC – 2009 to Present – Founder
Contango Capital Advisors – 2005 -2009 – Ultra-High Net Worth Advisor
Hewins Financial Advisors – 2004 – 2005 – COO
Deloitte & Touche – 1999 – 2003 – Senior Manager & Practice Leader Investment Advisory Services
Progress Investment Management – 1997 – 1999 – Director of Manager Development
Progressive Asset Management – 1995 – 1997 – Director of Progressive Portfolio Services
Greenpeace – 1992 – 1995- Fundraiser and Interim Manager
Cresap Telesis (London) – 1990 – 1992 – Senior Management Consultant
Kidder Peabody (New York & London) – 1987 – 1990 – Fixed Income Sales & Trading – Central Bank Team
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