Peter Miterko, J.D., Ll.M., Cepa
About Peter Miterko, J.D., Ll.M., Cepa
Peter Miterko, J.D., L.L.M., Cepa, serves as the Managing Director at WealthPoint, LLC, where he has been a Partner and Co-Owner since 2017. He specializes in helping clients clarify their long-range objectives and has developed a decision-making model called Know your story® to aid in exit planning.
Work at WealthPoint, LLC
Peter Miterko serves as Managing Director, Partner, and Co-Owner at WealthPoint, LLC. He has been with the firm since 2017, contributing to its growth and client services for over seven years. His role involves providing strategic guidance to clients, focusing on long-range objectives and decision-making processes.
Education and Expertise
Peter Miterko holds multiple degrees in law and political science. He earned a Bachelor’s degree in Political Science from Brown University in 1975. He then obtained his Juris Doctor (JD) from the University of Connecticut in 1978, followed by a Master of Laws (LL.M.) in Taxation from New York University School of Law in 1981. His educational background supports his expertise in legal and tax matters.
Background and Previous Experience
Before joining WealthPoint, LLC, Peter Miterko held significant positions in the legal field. He worked as a Global Managing Partner at EY from 1980 to 1994 in the Greater New York City Area, where he gained extensive experience in managing complex legal and financial matters. Additionally, he served as a Senior Associate at Carter Ledyard & Milburn LLP for one year, from 1983 to 1984.
Decision-Making Model Development
Peter Miterko developed a decision-making model known as Know your story®. This model addresses challenges in exit planning by providing a structured approach to decision-making. It emphasizes clarity and understanding of long-range objectives, helping clients navigate complex situations.
Client Engagement and Collaboration
Peter Miterko focuses on eliminating uncertainty for clients by facilitating informal conversations about decision-making strategies. He defines collaboration as the mutual sharing of information and insights among all advisors involved in a client's case, fostering a comprehensive approach to achieving client goals.