Peter E. Bower
President & CEO
Peter Bower has close to 40 years investment experience and co-founded Riverplace Capital Management in 1998. As head of the Investment Management Committee, he provides strategic guidance for all activities, with focus on the firm’s investment management models, investment process, institutional portfolio management and analysis. Prior to forming the firm, he joined St. Johns Investment Management Co., Inc. as a Principal & Senior Vice President.
Mr. Bower began his career with Merrill Lynch as a Financial Consultant. He advanced to Vice President and worked there for over eighteen years. Mr. Bower has a Bachelor of Science degree in Quantitative Systems and a Masters in Business Administration. He has held NASD Series 7 & 63 Registered Representatives and Series 8 General Securities Sales Supervisor licenses.
Terri C. Kimball
Executive Vice President, Controller
Ms. Kimball has over 30 years investment experience and is head of finance, operations and compliance. In addition to these duties she supports portfolio management, is a member of the Investment Committee and is responsible for research. Her financial industry experience includes working with E. F. Hutton & Co., Douglas Capital Management, Inc. and Prudential Securities, Inc.
She earned a Bachelor of Science degree in Business Administration with a major in marketing at the University of Florida and has held NASD Series 7 & 63 Registered Representative’s licenses.
Mark W. Ross
Vice President & Portfolio Manager
Mark Ross has more than 25 years of experience in the financial services industry. He is a member of the Investment Committee and focuses on clients, their portfolio management and financial planning. He began his career with Merrill Lynch Wealth Management and attained the Certified Financial Manager designation. Mark has also served as an advisor on the advisory board for Life Management Advisors, providing family office services for high net worth individuals. Mark has extensive experience in real estate investments and currently maintains his NMLS Mortgage License.
Mr. Ross earned a Bachelor of Arts degree in Business Administration from Florida Southern College. He has held NASD Series 7, 63, 65 and Health, Life, and Variable Annuity Insurance Licenses.
Scott Wohlers has more than five years’ experience in the financial services industry. He is also a member of the Investment Committee. Scott began his career in the financial services industry with Regions Bank and received several distinctions for performance and leadership. He currently serves on the San Marco Merchants Association’s board and has served for over three years. He earned a Bachelor of Science in Organizational Leadership from Union University. Mr. Wohlers has held NASD Series 65, Health, Life, and Variable Insurance Licenses.
Karen A. Bower, MBA, APR
Vice President, Marketing and Business Development
Mrs. Bower is an accredited public relations professional with over 30 years communications and marketing experience. She has a strong background in regulated industries including healthcare and financial services.
She oversees strategy for client communication, business development and marketing.
Mrs. Bower earned a Bachelor of Arts degree in Communications and Public Relations from Florida State University and a Masters of Business Administration from the University of Central Florida.