Profil
Mr. Peter J.
Pell, Jr., 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.
Aktiva positioner av Peter J. Pell
| Företag | Position | Start |
|---|---|---|
CSM Capital Corp.
CSM Capital Corp. Investment ManagersFinance CSM makes their investment decision by using a variety of methods analysis such as fundamental research as well as use of quantitative tools and investment approaches to assess investment opportunities. The firm believe in a robust, comprehensive asset allocation and utilize open architecture in the construction of their portfolios. They utilize both proven independent managers and indices in client portfolios. | Medlem av Investeringskommittén | 2011-02-01 |
Tidigare kända positioner av Peter J. Pell
| Företag | Position | Slut |
|---|---|---|
Wilmington Trust Co.
Wilmington Trust Co. Regional BanksFinance Operated as a commercial bank | Företagsledare/Principal | - |
Peter J. Pells utbildningar
Erfarenheter
Innehade positioner
Aktiva
Inaktiva
Börsnoterade företag
Privata företag
Relationer
Första gradens relationer
Företag kopplade till första graden
Man
Kvinna
Styrelseledamöter
Chefer
Kopplade företag
| Privata företag | 3 |
|---|---|
University of Richmond
University of Richmond Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Wilmington Trust Co.
Wilmington Trust Co. Regional BanksFinance Operated as a commercial bank | Finance |
CSM Capital Corp.
CSM Capital Corp. Investment ManagersFinance CSM makes their investment decision by using a variety of methods analysis such as fundamental research as well as use of quantitative tools and investment approaches to assess investment opportunities. The firm believe in a robust, comprehensive asset allocation and utilize open architecture in the construction of their portfolios. They utilize both proven independent managers and indices in client portfolios. | Finance |
















