Kenan Peterson, Wealth Strategist

Kenan Peterson is a Wealth Strategist based out of Baird’s Denver, Colorado office.  Mr. Peterson works closely with Financial Advisors supporting their largest and most complex families facing unique planning issues. Kenan works with clients on retirement strategies, income tax planning, estate planning, legacy planning and wealth transfer techniques, executive compensation, business succession and other advanced planning topics. Kenan helps develop custom wealth plans and implements solutions based on a thorough understanding of a client’s personal values, asset growth and wealth transfer goals, as well as vision for their legacy.

Prior to joining Baird, Mr. Peterson worked at Wells Fargo Private Bank as a Senior Planner and Gassman Law Associates, where he specialized in estate planning and asset protection. He has been in the financial services industry for over 8 years.

Mr. Peterson earned a Bachelor of Arts in English from the University of Northern Colorado, a Juris Doctor from DePaul University College of Law, and an LL.M. in Taxation from the University of Florida Levin College of Law. Mr. Peterson served as an Associate Editor for the DePaul Law Review and as an Editor for the Florida Tax Review. Mr. Peterson has been active in the Chicago Bar Association, the Cook County Bar Association, the Clearwater Bar Association, the Minority Corporate Counsel Association, and the Tax Section of the Florida Bar.

Mr. Peterson is very active in the fight against childhood cancer. He is a member of Denver’s St. Jude’s Advisory Council and frequently participates in and volunteers at fundraising events for St. Jude Children’s Research Hospital and the Cancer League of Colorado.