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Virtual MBA Executive Speaker Series Event - Jack Petersen

Tuesday, April 20, 2021 6:00 PM - 7:00 PM

On Tuesday, April 20th from 6-7pm, the MBA and Graduate Programs Office will be hosting our 3rd virtual Executive Speaker Series event of the Spring 2021 semester. Our speaker will be Jack Petersen, Co-Founder and Managing Partner, Summit Trail Advisors. With a 25-year career in the wealth management industry, Jack is a recognized leader and business builder. He started his financial services career in the Morgan Stanley MBA training program as an Advisor to financially successful individuals and families and has enjoyed a variety of leadership positions over his career.  This wide ranging experience set has ideally prepared him for his current role as the Managing Partner of Summit Trail Advisors and one of the firm’s six founding executives. In 2015, this team of six established the firm as an industry-leading wealth management boutique to provide an exceptional client experience and superior investment results for the ultra-high-net-worth market. The topic of his presentation is 'Opportunities in Financial Services'.

Here is a link to Canvas for Jack Petersen's bio and links to relevant documents. For those without Canvas access, I have attached the bio and other relevant documents.

Here is a link to a survey where attendees can submit questions that they might like answered by Mr. Petersen.

jack-petersen-promo

Location: Zoom
Fees: Free and Open to All
Calendar: Upcoming Events
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