Heidi Noel Peterson

Employer firm

Portland Global Advisors LLC CRD 109127

$1.17B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Periodicals / newsletters
• ADVISE ON RETENTION OF INV ADVISERS; FAMILY OFFICE AND MISSION & IMPACT SERVICES ARE COMPONENTS OF ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2015 → 11/2017
  Bowdoin College
  Brunswick, ME
• 12/2017 → Present
  Portland Global Advisors
  Portland, ME

Other Businesses

Limited partner in the Avid Leisurest LLC, an LLC that owns a condo. LLC is located at 56 South 3rd St., Brooklyn, NY 11249. Investor since 5/2017 - no management or professional responsibilities.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-04-27
• S63 Uniform Securities Agent State Law Examination
  2001-10-15