Debbie Peterson
Debbie Peterson
V.P., Client Administration
Debbie helped establish Avalon Advisors in April 2001 as the Vice President of Administration. Prior to inception, Debbie worked for several of the Avalon Founding Partners at Goldman Sachs & Co. and Morgan Stanley as their Sales Assistant and has been with them for over 20 years and in the industry for over 25 years. Debbie’s daily responsibilities include helping the Partners and Client Advisors in setting up and transitioning new accounts and handling any special client inquiries. She manages documentation for new accounts and hedge fund investments, restricted stock sales, restricted stock gifting and stock option transactions. Debbie monitors and manages the cashiering transactions that are processed daily. She also maintains the policies and procedures that have been established for the Cashiering and Administration departments. She liaises with the various custodians Avalon uses for their accounts and assists in the fee billing process for all invoiced clients.