Matthew Peterson

Senior Vice President, Chief Wealth Strategist

As Senior Vice President, Chief Wealth Strategist, Matthew Peterson is a member of the LPL Financial Research Department responsible for developing thorough investment analysis tailored to financial advisors serving high-net-worth clients, as well as optimizing the wealth platform. Mr. Peterson has more than 20 years of experience as an investment professional. His investment research expertise includes the creation of asset allocation models, alternative investment advice, and manager due diligence.

Earlier in his career Mr. Peterson helped found a leading high-net-worth advisory company which was a predecessor to Fortigent, a provider of high-net-worth solutions and consulting services that LPL acquired in 2012. Prior to LPL Financial, Mr. Peterson held roles at GM Advisory Group, most recently as director of strategy and research; and at Newgate Capital, as investment director and portfolio strategist focusing on emerging markets and commodity equities. 

Mr. Peterson holds an MBA from Tepper School of Business at Carnegie Mellon University and a JD from the University of Pittsburgh School of Law. He graduated cum laude with a BA in political science from the University of Connecticut. He is active in the World Affairs Forum, an organization sponsoring presentations on global events.


*Matthew Peterson is an employee of the LPL Financial Research Department and is not affiliated with Cornerstone Wealth Management

Phone (435) 215-4772