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Keley Petersen

CEO and Founder

​Willow Grove Advisors

United States, California, San Francisco

About Me

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

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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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