What really sets Keley Petersen apart from others in her industry is that she is an independent—fee only—that acts as a fiduciary, taking her responsibility to always act in the client’s best interests very seriously. She is the CEO of your overall wealth picture, with over 35 years of global experience in the financial services industry. Beginning her career with Kidder Peabody in New York and London on the Fixed Income Sales and Trading desk, Keley worked with central banks globally. Upon returning to the United States, she held the position of Director of Progressive Portfolio Services at Progressive Asset Management, where she developed investment
Keley Petersen
CEO and Founder
Willow Grove Advisors
United States, California, San Francisco
About Me
Profile Information
CEO and Founder
Willow Grove Advisors
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
San Francisco
California
United States
Aug 6, 2024
Work Experience
Willow Grove Advisors
CEO and Founder Dec 2008 - Present
Email: keley@willowgroveadvisors.com
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