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 a portfolio manager at Veritable. Prior to joining us in 1999, she worked in the Financial Institutions Group of American Express Financial Advisors. She is a member of the Financial Analysts of Philadelphia and the CFA Institute. Sonia holds a B.S. in Economics from Villanova University.