David Peterson has been a Middle Market and Commercial Banker for the past 24 years. He works exclusively with privately held companies ranging from $25 Million to $500 Million in revenue. David has served as the Relationship Manager serving as the primary point of contact and leads the Bank’s business development efforts in supporting these clients. In addition, he is supported by a team of specialists including Wealth Management and Institutional Asset Management in supporting ownership and defined contribution plans of these companies. David has a keen interest in investing, asset management, financial planning, treasury and alternative asset classes. He is a CAIA and CFA Charterholder, a Certified Financial Planner (CFP®) and a Certified Treasury Professional. (CTP) In his spare time, David is a single father to two wonderful children and two amazing dogs and attempts to travel the world and play as many sports as he can.
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