Meristem Family Wealth Welcomes Daniel Sertich and Chandler Peterson
Due to continued growth, Meristem Family Wealth is pleased to announce that Daniel Sertich has joined our team as a Senior Associate, Client Service and Chandler Peterson has joined our team as an Associate, Client Advisor.
Daniel Sertich comes to Meristem with over 6 years of professional experience. His experience includes investing, mortgage, and business banking. Most recently, Daniel worked for US Bank in business banking. In his current role, Daniel works closely with Meristem’s Associates and Advisors to provide a seamless experience for Meristem clients. Daniel has his Bachelor of Arts degree in Financial Management from the University of St Thomas. When not at Meristem, he enjoys spending time with his girlfriend and all the area has to offer.
Chandler Peterson joined Meristem as an Associate, Client Advisor in July of 2021. Prior to joining Meristem, Chandler worked for two large banks in the Minneapolis area in operations, security operations, and most recently in Private Wealth, as a Private Wealth Associate. She enjoys working in the financial industry and supporting advisors with account service and meeting preparation. She holds a Bachelor of Arts degree in Economics from the University of Minnesota and is currently pursuing her CFP® designation. Chandler is an avid golfer and Minnesota sports fan. In her spare time, she enjoys spending time with family and friends, and her dog.
Join us in welcoming Daniel and Chandler to Meristem.