PARTNER PROFILES

Veritable’s Partners represent widely diverse backgrounds—from financial analysis, to the law, to engineering—but share a fundamental commitment to service, innovation and entrepreneurship.

SONIA FLORIO PETERSON, CFA

Sonia is an investment officer at Veritable. Prior to joining the firm in 1999, she worked in the Financial Institutions Group of American Express Financial Advisors. She is a member of the CFA Society of Philadelphia and the CFA Institute. Sonia holds a B.S. in Economics from Villanova University.