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

Bradley J. Peters President & CEO Northern Trust Wisconsin

Education

  • BBA degree in Accounting from the University of Wisconsin

Credentials

  • Certified Financial Planner (CFP)
  • Certified Public Accountant (CPA)
  • CFA charter holder
  • Member of the CFA Institute and the CFA Society of Milwaukee

Expertise

Brad Peters 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, WI and Lake Forest, IL. Brad has over 30 years of wealth management experience.

Experience

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. Brad started his career as a financial planner at Arthur Andersen & Co.

Community Involvement

He is a past member of the finance committee of the United Way of Greater Milwaukee and Waukesha County and has been involved with many local community organizations.