Peter May Location
- Philadelphia, PA, US
Peter May Work
- 2020 -now Co-Founder @
- 2024 -now Co-Founder @ 1031 Sherpa
- 2018 -now Advisor @
- 2010 -now Owner @ Independent Wealth Advisor
- 2009 -now LinkedIn Group Owner @ Art Solutions...Best in Practice
- 2012 -now LinkedIn Group Co-Manager @ Trusts & Estates Network
- 2019 -now LinkedIn Group Manager @ Philly/NYC Team Builders
- 2016 -2018 Advisory Board - Business Development @
- 2009 -2017 Development Committee @
- 2012 -2013 LinkedIn Group Manager @ The NAEPC Education Foundation
- 2009 -2011 Co-Chair of Corporate Partners @
- 2005 -2010 Member @
- 2009 -2010 Member @ Art Resource Alliance
- 2008 -2009 Relationship Manager @ Pitcairn
- 2007 -2009 Trustee @ The Woodmere Art Museum
- 2005 -2008 Relationship Manager @
- 2004 -2005 Wealth Strategist @
- 2000 -2004 Director @ Calibre - North (Wachovia)
- 2000 -2000 Interim Director @ Financial Planning Group (First Union National Bank)
- 1998 -2000 Senior Technical Design @ First Business Advisors (at First Union National Bank)
- 1998 -1998 Assoc Senior Counsel @ Mid-Atlantic Companies, Ltd.
- 1995 -1998 General Counsel @ Foundation Systems Inc.
- 1993 -1995 Associate Counsel @ Mid-Atlantic Companies, Ltd.
- 1986 -1989 Tax and Audit Senior @ Caldwell Coren & Co.
- 1982 -1985 Audit Senior, Staff @ Arthur Andersen & Co.
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 2 emails and 1 mobile phone numbers on RocketReach.
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