Peter J. Pell
Miembro del Comité de Inversión en CSM Capital Corp. .
Perfil
Mr. Peter J.
Pell is a Managing Director at CSM Capital Corp.
He is responsible for managing advisory relationships with high net worth families, foundations and endowments including broad aspects of capital management such as closely held business interests, cash flow, credit, philanthropic, insurance, tax and estate planning.
In addition, as a member of the firm's Investment Committee he is responsible for assisting in determining overall investment themes as well as identifying and evaluating optimum investment managers for the firm's clients.
Mr. Pell was previously a Managing Director for Wilmington Trust Company, where over his 11-year career he helped build the New York office from inception to an office managing over $6 Billion for high net worth families, foundations, and endowments.
Mr. Pell is a graduate of the University of Richmond, New York University (Stern School of Business) Personal Financial Planning Graduate Program, Cannon Trust School, and the Wharton School of the University of Pennsylvania's Private Wealth Management Program.
He is also a registered life insurance broker and a member of the Economic Club of New York.
Cargos activos de Peter J. Pell
Empresas | Cargo | Inicio |
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CSM Capital Corp.
CSM Capital Corp. Investment ManagersFinance CSM Capital Corp. (CSM) is a registered independent investment advisor headquartered in New York City. The firm was founded by Christopher S. Moore in 2004. CSM works with onshore and offshore families as well as with endowments and foundations. They assist families with complex investment strategies, management of concentrated assets, tax planning, corporate finance and other business planning, and many other matters. | Miembro del Comité de Inversión | 01/02/2011 |
Antiguos cargos conocidos de Peter J. Pell.
Empresas | Cargo | Fin |
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Wilmington Trust Co.
Wilmington Trust Co. Regional BanksFinance Part of M&T Bank Corp., Wilmington Trust Co. is a state chartered commercial bank. The company is based in Wilmington, DE. William James Farrell has been the CEO of the company since 1976. | Corporate Officer/Principal | - |
Formación de Peter J. Pell.
University of Richmond | Undergraduate Degree |
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Empresas privadas | 2 |
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CSM Capital Corp.
CSM Capital Corp. Investment ManagersFinance CSM Capital Corp. (CSM) is a registered independent investment advisor headquartered in New York City. The firm was founded by Christopher S. Moore in 2004. CSM works with onshore and offshore families as well as with endowments and foundations. They assist families with complex investment strategies, management of concentrated assets, tax planning, corporate finance and other business planning, and many other matters. | Finance |
Wilmington Trust Co.
Wilmington Trust Co. Regional BanksFinance Part of M&T Bank Corp., Wilmington Trust Co. is a state chartered commercial bank. The company is based in Wilmington, DE. William James Farrell has been the CEO of the company since 1976. | Finance |
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