How We Got Started

Peregrine was established in June 2001 by Dan Botti. Dan formed Peregrine because he felt that the needs of the investor were not being met by the big investment houses. Wall Street firms are focused on managing their own large enterprises at the expense and neglect of the individual investor. Peregrine was created in order to make money for its clients and deliver timely and accurate investment advice.

The People

Dan Botti, President Before starting Peregrine, Dan worked for Merrill Lynch for 18 years as a financial consultant. At Merrill Lynch, he managed over $100 million worth of client assets for individuals, retirement accounts, corporations, endowments, and foundations. Dan graduated with a BA in Economics from the University of Colorado in 1982. Dan and his wife, Cendi live in Portland and have three children that attend primary school in the Beaverton School District. Outside of the office, Dan enjoys skiing and family activities. The Bottis are members of Sunset Presbyterian Church.
Carol Leeland, Director Before starting with Peregrine, Carol was employed by Merrill Lynch for eleven years as a Client Associate and partner with Dan. Carol received a BA in Political Economics from Barnard College of Columbia University and an MBA from George Fox University. Carol is originally from Pennsylvania. She lives in Portland and enjoys many activities including gardening, fishing, golf and reading. Carol also owns Coral Bells Designs where she makes vivid, elegant floral greeting cards.
Grant Kerger, Investment Adviser Grant graduated from the University of Arizona in May of 2003 with a B.S. in Finance. He began his career as an investment adviser with Peregrine immediately after graduation. He brings a fresh approach to the financial markets that is not mired in the traditional form of investment analysis that has been rendered so ineffective. Grant maintains a single digit handicap in golf. He previously worked for four years at Pumpkin Ridge Golf Course in Portland, Oregon. Grant is also a native of Portland, Oregon and a graduate of Sunset High School.