Peter J. Pell is a Managing Director at CSM Capital Corporation. Mr. Pell 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 our Investment Committee Peter is responsible for assisting in determining overall investment themes as well as identifying and evaluating optimum investment managers for our 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.