Peter Culver Email & Phone Number
@bnymellon.com
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Who is Peter Culver? Overview
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Peter Culver is listed as Co-Founder at Wealthrive, based in New York, New York, United States. AeroLeads shows a work email signal at bnymellon.com and a matched LinkedIn profile for Peter Culver.
Peter Culver previously worked as Co - Founder at Freedom Family Office and CEO at Iwm Advisors, Llc. Peter Culver holds Bachelor'S Degree, Engish Literature from Yale University.
Email format at Wealthrive
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AeroLeads found 1 current-domain work email signal for Peter Culver. Compare company email patterns before reaching out.
About Peter Culver
Peter F. Culver, JDCo-Founder, Freedom Family OfficeAt Freedom Family Office, we help our clients find their personal True North by combining predictable income (more money), an ideal life (more time) and a living legacy (more meaning). Our unique process begins with a detailed review of all aspects of your financial life: financial planning, taxes, investments, estate planning and insurance and exit planning. We develop specific recommendations and an implementation plan in each area, and deliver a written Synthesis to each client at the end of the process.I have over 30 years of experience guiding affluent individuals and families to build successful financial futures. My background includes building a successful law practice, starting three wealth management firms and senior positions at some of the leading financial firms in the country. My strength is developing strong trusting relationships with clients and other professionals in the financial world. I draw on this expertise to help clients break through the “noise” coming from Wall Street and the media. My core values are: trust, loyalty, customization and responsiveness. I will “go the extra mile” to understand your particular situation and tailor specific solutions to meet your needs.To discuss your unique situation, please contact me at 917.697.4156 or peter@freedomfamilyoffice.com
Listed skills include Wealth Management, Estate Planning, Investments, Investment Management, and 24 others.
Peter Culver's current company
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Peter Culver work experience
A career timeline built from the work history available for this profile.
Co - Founder
CurrentCeo
Current
Senior Wealth Director
- Client Services:
- Identify new wealth management opportunities for individuals, families, closely-held businesses, foundations and endowments.
- Design and manage holistic solutions to meet each client's individual needs.Business Development:Top client executive and sales producer including:
- In last 10 years, developed $2.5 Billion in new client investments, representing $16.5 Million of new annualized fee revenue.
- In last 5 years, averaged $1.8 Million in new fee revenue per year, and $250 Million in new investments per year.
- Multiple honors and awards as Top Wealth Director and Revenue Leader (See Honors and Awards section)
President
Executive reponsibility for State Street's wealth management offices in CT and NY.Also served as principal new business development officer.
Founder And President
Co-founder of this national trust company.Day-to-day responsibility for all investment and trust operations, as well as lead role in new business development.
Partner
Commercial real estate and lendingCorporate TrustBank formation and regulationClosely-held business
Partner
Closely-held businessCommercial real estate and lending
Peter Culver education
Bachelor'S Degree, Engish Literature
Juris Doctor (J.D.), Law
High School, Liberal Arts And Sciences/Liberal Studies
Frequently asked questions about Peter Culver
Quick answers generated from the profile data available on this page.
What company does Peter Culver work for?
Peter Culver works for Wealthrive.
What is Peter Culver's role at Wealthrive?
Peter Culver is listed as Co-Founder at Wealthrive.
What is Peter Culver's email address?
AeroLeads has found 1 work email signal at @bnymellon.com for Peter Culver at Wealthrive.
Where is Peter Culver based?
Peter Culver is based in New York, New York, United States while working with Wealthrive.
What companies has Peter Culver worked for?
Peter Culver has worked for Wealthrive, Freedom Family Office, Iwm Advisors, Llc, Bny Mellon Wealth Management, and State Street Bank & Trust Company Of Ct.
How can I contact Peter Culver?
You can use AeroLeads to view verified contact signals for Peter Culver at Wealthrive, including work email, phone, and LinkedIn data when available.
What schools did Peter Culver attend?
Peter Culver holds Bachelor'S Degree, Engish Literature from Yale University.
What skills is Peter Culver known for?
Peter Culver is listed with skills including Wealth Management, Estate Planning, Investments, Investment Management, Financial Planning, Asset Management, High Net Worth Individuals, and Portfolio Management.
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