Peter J. Pell

Peter J. Pell

Investment Committee Member at
CSM Capital Corp.
Finance
Consumer Services

Profile

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.

Peter J. Pell active positions

CompaniesPositionStart
Investment Committee Member 31/01/2011

Former positions of Peter J. Pell

CompaniesPositionEnd
Corporate Officer/Principal -
See the detail of Peter J. Pell's experience

Training of Peter J. Pell

Experiences
Positions held

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Inactive

Listed companies

Private companies

Connections

85

1st degree connections

3

1st degree companies

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Female

Members of the board

Executives

Linked companies

Private companies3

Consumer Services

Finance

Finance