Jeffrey Peters

Trading/Operations | Manager of Investment Operations

Jeffrey Peters

Years of Experience: 9
Years with Firm: 7

Jeff Peters joined Ashfield in 2012 and is Manager of Investment Operations. He is responsible for institutional and private client operations, account reconciliation, SMA performance, and private client reporting.

Jeff began his investment career in 2010 at Lifetime Financial Strategies in Greenwood Village, Colorado where he was Assistant Portfolio Manager.

Jeff earned his bachelor’s degree from Santa Clara University and spent a semester abroad at the Institute for International Education of Students in Rome, Italy. In addition, he completed the CFP educational requirements at Metropolitan State College of Denver.