Wade Canter, Jd, Llm, Cmcps Email and Phone Number
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.
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Chief Financial Officer And Valuation SpecialistEmpirical Planners Mar 2023 - PresentNew York City Metropolitan Area -
Senior Managing DirectorKls, A Division Of Svb Sep 2016 - Mar 2023New York City Metropolitan AreaFounded 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.
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Executive Director, Investor At J.P. Morgan Private BankJ.P. Morgan Jul 2011 - Jul 2016Greater New York City AreaPartner 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. -
Vice President - Financial AdvisorBernstein Global Wealth Management May 2009 - Jul 2011Greater New York City AreaProspect 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. -
DirectorBarclays Capital Jun 2008 - Apr 2009Greater New York City AreaEquity-Linked Banker, Equity Capital MarketsFocused on the origination and execution of convertible securities and corporate equity derivatives. -
DirectorWachovia Securities, Llc Mar 2004 - Jun 2008Greater New York City AreaEquity-Linked Banker, Equity Capital MarketsFocused on the origination and execution of convertible securities and corporate equity derivatives. -
Vice PresidentCitigroup Aug 2000 - Jan 2004Greater New York City AreaInvestment Banker, Global Industrial GroupOrigination and execution of capital markets financings and mergers and acquisitions. -
AssociateShearman And Sterling Sep 1998 - Jul 2000Greater New York City AreaTax 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
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Taxation -
Political Science
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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