Veritable combines with Pathstone to create a best-in-class advisor to UHNW families Read
Sonia Peterson
Partner
Sonia and her team serve a set of complex families with efficiency and an attention to detail that is difficult to match. Her clients treasure her skill as a sage advisor and portfolio manager. Sonia holds a BS in Economics from Villanova University and earned the CFA® charter in the early years of her career at Veritable. Prior to joining the firm in 1999, she worked in the Financial Institutions Group of American Express Financial Advisors. On late summer afternoons, you can catch a glimpse of Sonia, her husband Mark, and her son DJ playing nine holes at Waynesborough Country Club or frequenting Handel’s ice cream shop in Berwyn.
Sonia Peterson
Partner
Sonia and her team serve a set of complex families with efficiency and an attention to detail that is difficult to match. Her clients treasure her skill as a sage advisor and portfolio manager. Sonia holds a BS in Economics from Villanova University and earned the CFA® charter in the early years of her career at Veritable. Prior to joining the firm in 1999, she worked in the Financial Institutions Group of American Express Financial Advisors. On late summer afternoons, you can catch a glimpse of Sonia, her husband Mark, and her son DJ playing nine holes at Waynesborough Country Club or frequenting Handel’s ice cream shop in Berwyn.
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