Bradley J. Peters, CPA, CFA, CFP®
Bradley J. Peters, CPA, CFA, CFP®

Bradley J. Peters President Northern Trust Wisconsin

Education

  • Bachelor of Business Administration in Accounting, University of Wisconsin

Credentials

  • Certified Financial Planner (CFP)
  • Certified Public Accountant (CPA)
  • CFA charter holder

Expertise

Brad Peters is President of Northern Trust - Wisconsin. He has responsibility for the Wisconsin market, providing investment, trust, banking and holistic wealth management services to successful individuals, families, business owners, corporate executives and endowments.

Experience

Brad joined Northern Trust in 2005. Prior to his role as Managing Director in Milwaukee, Brad was Senior Vice President and served as Investment Team Leader in Milwaukee, Wisconsin and Lake Forest, Illinois. Prior to Northern Trust, Brad was Chief Investment Strategist and Head of the Investment Team for the Strong Private Client Group. Brad was also Managing Director and Senior Portfolio Manager of U.S. Bancorp Asset Management where he managed over $3 Billion in institutional funds and high net worth client accounts. He started his career as a financial planner at Arthur Andersen & Co. Brad has over 30 years of wealth management experience.

Community Involvement

Brad currently serves as a Director on the Board of the Milwaukee Public Museum as well as a member of the MPM Audit & Finance Committee. He has also served as a member of the Finance Committee of the United Way of Greater Milwaukee and Waukesha County and has been involved with many local community organizations. Brad has served in many mentor/leadership programs throughout his career, including currently with Concordia University. He is a member of the CFA Institute and the CFA Society of Milwaukee.