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Kenan Peterson, J.D., LL.M.

Kenan Peterson, J.D., LL.M.

Wealth Strategist

Kenan Peterson is a Wealth Strategist at Baird. He works closely with financial advisors supporting their largest and most complex families, many of whom face unique planning issues. Kenan’s expertise includes retirement strategies, income tax planning, estate planning, legacy planning & wealth transfer techniques, executive compensation, and business succession planning. He 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, Kenan worked at Wells Fargo Private Bank as a Senior Wealth Planner and Gassman Law Associates, where he specialized in estate planning and asset protection.

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.