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Pete Jespersen - Email & Phone Number

Portfolio Advisor at Colony Family Offices

Pete Jespersen is based out of Charlotte, North Carolina, United States and works at Colony Family Offices as Portfolio Advisor.

Pete Jespersen's Contact Information

Pete Jespersen's Work email
p*****@colony***.com
Valid
Latest update
September 18, 2025
Location
Charlotte, North Carolina, United States

Pete's current employer

Colony Family Offices logo

Colony Family Offices

Description
Wealth Planning, Investment Management & Fiduciary Services - Charlotte, NC
HQ Location
Charlotte, North Carolina, United States
Number of employees
11-50
Industry
Investment Management
Latest update
April 30, 2024

Frequent questions about Pete Jespersen

What company is Pete Jespersen working for?
Pete Jespersen works for Colony Family Offices.
What is Pete Jespersen's function at Colony Family Offices?
Pete Jespersen is Portfolio Advisor at Colony Family Offices.
Where is Pete Jespersen based?
Pete Jespersen is based out of Charlotte, North Carolina, United States.
What is Pete Jespersen's work email address?
Pete Jespersen's professional email address is p*****@colony***.com
Who are Pete Jespersen's co-workers?
Pete Jespersen's colleagues are Alexandra Miller, Eric Ridenour, Edward Davis, Kristin Lewis, Sarah-Katherine Rhodes, Tom Byrd, John Crawford, Shannon Elliotte.
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Pete's co-workers

Alexandra Miller avatar
Alexandra Miller
Office Coordinator
Eric Ridenour avatar
Eric Ridenour
Managing Director
Edward Davis avatar
Edward Davis
Director of Operations
Kristin Lewis avatar
Kristin Lewis
Wealth Advisor
Sarah-Katherine Rhodes avatar
Sarah-Katherine Rhodes
Chief Compliance Officer
Tom Byrd avatar
Tom Byrd
Advisor, Chief Investment Strategist
John Crawford avatar
John Crawford
Wealth Analyst
Shannon Elliotte avatar
Shannon Elliotte
Family Wealth Advisor
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