Profilo
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.
Posizioni attive di Peter J. Pell
| Società | Posizione | Inizio |
|---|---|---|
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. | Membro del Comitato di Investimento | 01/02/2011 |
Precedenti posizioni note di Peter J. Pell
| Società | Posizione | Fine |
|---|---|---|
Wilmington Trust Co.
Wilmington Trust Co. Regional BanksFinance Operated as a commercial bank | Corporate Officer/Principal | - |
Formazione di Peter J. Pell
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 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 |
















