Profile
Mr. Joshua C.
Peters is Portfolio Manager & Trader at Cloud Capital LLC.
Mr. Peters began his career in wealth management at the Oklahoma City office of Merrill Lynch in 2007.
He left Merrill Lynch in 2009 to start his own independent investment practice, Peters Family Financial, managing the investments of private clients and small business retirement plans.
He also employed as a Principal by Branstetter Investment Group, Inc., and National Account Executive by OfficeMax, Inc.
He graduated from Brigham Young University with a BA in American Studies.
Former positions of Joshua C. Peters
| Companies | Position | End |
|---|---|---|
Cloud Capital LLC
 Cloud Capital LLC Investment ManagersFinance Cloud Capital LLC is an independent, sec-registered investment advisor headquartered in Claremore, Oklahoma. The firm was founded by Richard (Randy) Cloud in 2008 as Cloud Neff Management LLC. Cloud Capital provides investment advisory services to individuals, pension and profit-sharing plans, and other entities. They may also provide advisory services to collective funds and registered investment companies. | Trading-Equity | 2018-11-30 |
Branstetter Investment Group, Inc.
 Branstetter Investment Group, Inc. Investment ManagersFinance Branstetter Investment Group, Inc. provides investment advisory services. It specializes in investments, retirement accounts, insurance, tax reduction strategies, asset management, complete financial planning, estate planning and 1031 real estate exchanges. The company was founded by Matt Branstetter in 2000 and is headquartered in Noble, OK. | Corporate Officer/Principal | 2010-10-31 |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
 Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Corporate Officer/Principal | 2008-11-30 |
OfficeMax LLC
 OfficeMax LLC Wholesale DistributorsDistribution Services OfficeMax, Inc. engages in the distribution of both business-to-business and retail office products. It operates through the following segments: Contract and Retail. The company was founded in 1931 and is headquartered in Naperville, IL. | Corporate Officer/Principal | 2007-02-28 |
Training of Joshua C. Peters
| Brigham Young University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Cloud Capital LLC
Cloud Capital LLC Investment ManagersFinance Cloud Capital LLC is an independent, sec-registered investment advisor headquartered in Claremore, Oklahoma. The firm was founded by Richard (Randy) Cloud in 2008 as Cloud Neff Management LLC. Cloud Capital provides investment advisory services to individuals, pension and profit-sharing plans, and other entities. They may also provide advisory services to collective funds and registered investment companies. | Finance |
OfficeMax LLC
OfficeMax LLC Wholesale DistributorsDistribution Services OfficeMax, Inc. engages in the distribution of both business-to-business and retail office products. It operates through the following segments: Contract and Retail. The company was founded in 1931 and is headquartered in Naperville, IL. | Distribution Services |
Branstetter Investment Group, Inc.
Branstetter Investment Group, Inc. Investment ManagersFinance Branstetter Investment Group, Inc. provides investment advisory services. It specializes in investments, retirement accounts, insurance, tax reduction strategies, asset management, complete financial planning, estate planning and 1031 real estate exchanges. The company was founded by Matt Branstetter in 2000 and is headquartered in Noble, OK. | Finance |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Finance |
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