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Ron Peterson

Ron Peterson

Portfolio Manager at Banc Funds Co. LLC

IL , United States

About

Ron Peterson is a Portfolio Manager at The Banc Funds Company LLC, where he has served since 2008. In this role, he is responsible for generating investment ideas, conducting due diligence, supporting bank management teams, and modeling financial performance for banking companies, with a focus on those located primarily in the central and southwestern United States. His investment coverage is highly specialized, centering on small- and mid-cap banks and financial institutions in these geographic regions.

Before joining Banc Funds, Ron was a Senior Vice President and equity research analyst at Sterne Agee & Leach and Moors & Cabot, where he covered small- and mid-cap banking companies. Earlier in his career, he served as a bank examiner with the Comptroller of the Currency, giving him hands-on regulatory experience in the banking sector.

Ron holds a BS in Finance from St. Cloud State University and is a Chartered Financial Analyst (CFA). His expertise in financial modeling and bank analysis, paired with his regulatory background, distinguishes his contributions in the investment management of community and regional banks.

Career History

OrganizationRoleDate RangeDetails
The Banc Funds CompanyPortfolio ManagerOct 2008 to Present
Sterne Agee & LeachSenior Vice President - Equity ResearchMar 2006 to Feb 2008
Moors & CabotSenior Vice President - Equity ResearchJul 2003 to Feb 2006
Sandler O'NeillVice President - Equity ResearchMar 1999 to Jul 2003
The Chicago CorporationAnalystMay 1995 to Mar 1999
Equity Research Analyst
Duff & Phelps Credit RatingAnaylstJan 1993 to Jan 1995
Office of the Comptroller of the Currency/ OCCBank ExaminerMar 1987 to Nov 1993

Education

St. Cloud State University

BS, Finance

1982 1986

Skills & Expertise

Financial Analysis
Asset Management
Equities
Capital Markets
Microsoft Excel
Banking
Valuation
Finance
Strategic Planning
Risk Management
Hedge Funds
Financial Modeling
Equity Research

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