Barry Peterson
About Barry Peterson
Barry Peterson serves as the Senior Vice President at UBS, where he specializes in wealth management for multi-generational families. He has a diverse background in philanthropy, educational program management, and financial services, with previous roles at J.P. Morgan and the California Community Foundation.
Work at UBS
Barry Peterson serves as a Senior Vice President at UBS, a role he has held since 2021. He operates out of Los Angeles, California, where he focuses on wealth management for multi-generational families. His expertise in community-focused financial strategies is informed by his background in educational program management and charitable business development.
Education and Expertise
Barry Peterson earned his MBA from the UCLA Anderson School of Management, completing his studies from 2008 to 2011. He also holds a BA in Political Science and Spanish from Whittier College. Additionally, he studied at Syracuse University and participated in the Azahar Seminar in Madrid, Spain. His education is complemented by a certification as a Specialist in Planned Giving from the American Institute for Philanthropic Studies, which he completed from 2006 to 2007.
Background
Barry Peterson has a diverse professional background that includes significant roles in both the nonprofit and financial sectors. He worked at Families In Schools as a Programs Coordinator from 2003 to 2005, where he gained experience in educational program management. He then transitioned to the California Community Foundation as a Charitable Business Development Officer from 2005 to 2011, focusing on philanthropy. Following this, he spent a decade at J.P. Morgan as an Executive Director from 2011 to 2021.
Achievements in Philanthropy
Throughout his career, Barry Peterson has developed extensive experience in charitable business development and philanthropy. His roles have included a focus on planned giving, which has equipped him with a strong understanding of wealth management strategies for charitable purposes. His work has contributed to the advancement of community-focused financial strategies.