Wade Canter, Jd, Llm, Cmcps

Wade Canter, Jd, Llm, Cmcps Email and Phone Number

Chief Financial Officer and Valuation Specialist, Empirical Planners, LLC @ Empirical Planners
Wade Canter, Jd, Llm, Cmcps's Location
Armonk, New York, United States, United States
About Wade Canter, Jd, Llm, Cmcps

Wade Canter, JD, LLM, CMCPS serves as the Chief Financial Officer and Certified Medical Cost Projection Specialist for Empirical Planners, LLC. Empirical Planners is a consulting practice providing evidence-based Life Care Plans, Vocational Evaluations, Medical Cost Projections, and strategic consulting in the context of litigation involving matters such as spinal cord injury, traumatic brain injury, birth injury, cerebral palsy, amputations, orthopedic injuries, end-stage renal disease, stroke, and other complex medical issues. Our multi-disciplinary team includes professionals in such fields as law, pediatrics, physical medicine and rehabilitation, prosthetics, physical therapy, health policy, epidemiology, and data analysis. Prior to his role at Empirical Planners, Wade Canter was a Senior Managing Director of The KLS Group at Silicon Valley Bank. He has over 20 years of experience in investments, as well as wealth and tax planning. Prior to joining KLS, Mr. Canter was an advisor at J.P. Morgan Private Bank and Bernstein Global Wealth Management. Before then, he served as an investment banker at Barclays Capital, Wachovia Securities, and Citi. Mr. Canter received an A.B. from Duke University, a J.D. with a concentration in Taxation from the University of California Hastings College of the Law, and an LL.M. in Taxation from the New York University School of Law.

Wade Canter, Jd, Llm, Cmcps's Current Company Details
Empirical Planners

Empirical Planners

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Chief Financial Officer and Valuation Specialist, Empirical Planners, LLC
Wade Canter, Jd, Llm, Cmcps Work Experience Details
  • Empirical Planners
    Chief Financial Officer And Valuation Specialist
    Empirical Planners Mar 2023 - Present
    New York City Metropolitan Area
  • Kls, A Division Of Svb
    Senior Managing Director
    Kls, A Division Of Svb Sep 2016 - Mar 2023
    New York City Metropolitan Area
    Founded in 1989, The KLS Group of Silicon Valley Bank, is a boutique private wealth manager dedicated to delivering fully-integrated, advanced wealth planning and investment management solutions to address the complex needs of individuals, families, and family offices with substantial wealth. Recognized as a leading fiduciary registered investment advisor by Barron’s, Financial Times, Forbes, and Financial Advisor Magazine, KLS manages over $6.7 billion in assets as of Dec 31, 2019. Headquartered in New York with offices in Los Angeles, KLS serves clients globally.
  • J.P. Morgan
    Executive Director, Investor At J.P. Morgan Private Bank
    J.P. Morgan Jul 2011 - Jul 2016
    Greater New York City Area
    Partner with private bankers to prospect and manage high and ultra high net worth clients.Manage client investment relationships across discretionary and brokerage assets, including allocations to private equity and hedge funds.
  • Bernstein Global Wealth Management
    Vice President - Financial Advisor
    Bernstein Global Wealth Management May 2009 - Jul 2011
    Greater New York City Area
    Prospect high and ultra high net worth individuals, families and foundations.Advise clients on all aspects of their wealth, including investment allocation, balance sheet management and long-term planning.Work closely with clients' other professional advisors (attorneys and accountants) to address critical issues, including estate planning, charitable bequests and the sale of a business.
  • Barclays Capital
    Director
    Barclays Capital Jun 2008 - Apr 2009
    Greater New York City Area
    Equity-Linked Banker, Equity Capital MarketsFocused on the origination and execution of convertible securities and corporate equity derivatives.
  • Wachovia Securities, Llc
    Director
    Wachovia Securities, Llc Mar 2004 - Jun 2008
    Greater New York City Area
    Equity-Linked Banker, Equity Capital MarketsFocused on the origination and execution of convertible securities and corporate equity derivatives.
  • Citigroup
    Vice President
    Citigroup Aug 2000 - Jan 2004
    Greater New York City Area
    Investment Banker, Global Industrial GroupOrigination and execution of capital markets financings and mergers and acquisitions.
  • Shearman And Sterling
    Associate
    Shearman And Sterling Sep 1998 - Jul 2000
    Greater New York City Area
    Tax AttorneyAnalyze financial products and multinational financing transactions for maximum tax efficiency.Provide tax advice and negotiate agreements concerning domestic and cross-border mergers and acquisitions.

Wade Canter, Jd, Llm, Cmcps Education Details

Frequently Asked Questions about Wade Canter, Jd, Llm, Cmcps

What company does Wade Canter, Jd, Llm, Cmcps work for?

Wade Canter, Jd, Llm, Cmcps works for Empirical Planners

What is Wade Canter, Jd, Llm, Cmcps's role at the current company?

Wade Canter, Jd, Llm, Cmcps's current role is Chief Financial Officer and Valuation Specialist, Empirical Planners, LLC.

What schools did Wade Canter, Jd, Llm, Cmcps attend?

Wade Canter, Jd, Llm, Cmcps attended New York University School Of Law, University Of California, College Of The Law, San Francisco (Formerly Uc Hastings), Duke University.

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