Peter May Email & Phone Number
Co-Founder @ DST Sherpa
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Peter May Location
- Philadelphia, PA, US
Peter May Work
- Co-Founder @ (January 2020 - Present)
- Co-Founder @ 1031 Sherpa (June 2024 - Present)
- Advisor @ (November 2018 - Present)
- Owner @ Independent Wealth Advisor (July 2010 - Present)
- LinkedIn Group Owner @ Art Solutions...Best in Practice (December 2009 - Present)
- LinkedIn Group Manager @ Philly/NYC Team Builders (July 2019 - Present)
- LinkedIn Group Co-Manager @ Trusts & Estates Network (April 2012 - Present)
- Advisory Board - Business Development @ (September 2016 - July 2018)
- Development Committee @ (October 2009 - October 2017)
- LinkedIn Group Manager @ The NAEPC Education Foundation (March 2012 - May 2013)
- Co-Chair of Corporate Partners @ (September 2009 - February 2011)
- Member @ (January 2005 - December 2010)
- Member @ Art Resource Alliance (July 2009 - January 2010)
- Relationship Manager @ Pitcairn (October 2008 - November 2009)
- Trustee @ The Woodmere Art Museum (January 2007 - June 2009)
- Wachovia @ (January 2005 - January 2008)
- Director @ Calibre - North (Wachovia) (October 2000 - January 2004)
- Interim Director @ Financial Planning Group (First Union National Bank) (February 2000 - October 2000)
- Senior Technical Design @ First Business Advisors (at First Union National Bank) (November 1998 - February 2000)
- Assoc Senior Counsel @ Mid-Atlantic Companies, Ltd. (April 1998 - November 1998)
Peter May Education
- Villanova University Charles Widger School of Law
LLM (Tax)
1992-1993 - Capital University Law School
JD (Tax)
1989-1992 - Saint Louis University
BSBA (Accounting)
1978-1982 - Cy-Fair High School
Peter May Skills
- Strategic Financial Planning
- Strategy
- Risk Management
- Financial Planning
- New Business Development
- Estate Planning
- Management
- Leadership
- Insurance
- Wealth
- Art
- High Net Worth Individuals
- Financial Advisory
- Financial Planners
- Mergers & Acquisitions
- Strategic Planning
- Wealth Management
- Investments
- Finance
- Wealth Management Services
- Trusts
- Financial Services
- Small Business
- Portfolio Management
- Museums
- Strategic Partnerships
- Philanthropy
- Succession Planning
- Collectibles
- Asset Management
- Disability Insurance
- Personal Property
- Tax
- Business Development
- Asset Allocation
- Investment Advisory
- Executive Management
- Due Diligence
- Alternative Investments
- Personal Finance
- Investment Strategies
- Private Wealth Management
- Wealth Transfer Planning
- Risk Mitigation
- Asset Managment
- Problem Solving
- Public Speaking
- High Net Worth
- Planning
- Private Wealth
- Solutions
- Strategic Financial
- Mergers and Acquisitions
Peter May Summary
- Peter May, based in Philadelphia, PA, US, is currently a Co-Founder at DST Sherpa. Peter May brings experience from previous roles at 1031 Sherpa, AlphaStar Capital Management, LLC, Independent Wealth Advisor and Art Solutions...Best in Practice. Peter May holds a 1992 - 1993 LLM in Tax @ Villanova University Charles Widger School of Law. With a robust skill set that includes Strategic Financial Planning, Strategy, Risk Management, Financial Planning, New Business Development and more. Peter May has 1 emails and 4 mobile phone numbers on RocketReach.
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