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Peter Culver Location
New York, NY, US
Peter Culver Work
Co-Founder @ (October 2024 - Present)
Co - Founder @ (January 2020 - Present)
CEO @ IWM Advisors, LLC (September 2016 - Present)
Senior Wealth Director @ (September 2003 - March 2016)
President @ State Street Bank & Trust Company of CT (September 1996 - September 2003)
Founder and President @ Sachem Trust, N.A. (September 1991 - September 1996)
Partner @ Sorokin & Sorokin (September 1986 - September 1993)
Partner @ Gallant Gallant and Culver, Attorneys at Law (September 1981 - September 1986)
Peter Culver Education
University of Connecticut School of Law
Juris Doctor (J.D.) (Law)
1975-1978
Yale University
Bachelor's Degree (Engish Literature)
1970-1974
St. Paul's School
High School (Liberal Arts and Sciences/Liberal Studies)
1965-1970
Peter Culver Skills
Retirement Planning
Estate Planning
Foundations and Endowments
High Net Worth Individuals
Securities
Sales
Marketing
Capital Markets
Alternative Investments
Portfolio Management
Investment Management
Financial Advisory
Exit Planning
Personal Injury
Investments
Wealth
Fixed Income
Retirement
Financial Planning
Financial. Advisors
Microsoft Excel
Financial Services
Equities
Family Governance
Risk Management
Special Needs Trusts
Asset Management
Finance
Divorce
Cash Flow Analysis
Sale of Business
Wealth Management
Peter Culver Summary
Peter Culver, based in New York, NY, US, is currently a Co-Founder at Wealthrive. Peter Culver brings experience from previous roles at Freedom Family Office, IWM Advisors, LLC, BNY Mellon Wealth Management and State Street Bank & Trust Company of CT. Peter Culver holds a 1975 - 1978 Juris Doctor (J.D.) in Law @ University of Connecticut School of Law. With a robust skill set that includes Retirement Planning, Estate Planning, Foundations and Endowments, High Net Worth Individuals, Securities and more. Peter Culver has 3 emails and 6 mobile phone numbers on RocketReach.
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