J. Derek Peterson, CFA
Senior Consultant
What inspires your work at Highland?
Most of my clients are involved in mission-based work in my local area. While helping my clients, I’m helping to provide essential services to benefit my own community.
Derek Peterson is a consultant with client responsibilities, including servicing faith-based organizations, foundations and endowments, nonprofit healthcare operating portfolios, and corporate and church retirement plans. He also leads the firm’s associate consultants, and he is a member of Highland’s Funds Working Group, which has oversight of our multi-manager platform for discretionary clients. Derek is also a member of the Highland Investment Working Group, which is charged with oversight of the firm’s investment program.
Previously, he also served as the Director of Performance and Client Operations for Highland Associates, functioning in a dual capacity with his consulting responsibilities. He now focuses exclusively on consulting. He joined the firm in 2012.
Derek has more than 25 years of experience in the investment industry covering operations, trading, and portfolio management. He is a Chartered Financial Analyst and received his Bachelor of Business Administration in Finance from the University of Georgia.