Drake Petersen is a Portfolio Manager at Covenant Trust. His primary responsibilities are portfolio construction, manager selection and implementation. He finds the most engaging part of this role is working with clients to design portfolios that will meet their long-term objectives amidst the uncertainty of financial markets. He is also interested in the interrelationship of investments, estate planning and tax management in seeking optimal outcomes. He joined Covenant Trust in October, 2014.
Drake holds a B.S. in business and economics from North Park University. He is also a CFA® charterholder. He currently resides with his wife in the Fulton River District neighborhood of Chicago.