National Expert and Advocate for Philanthropic Planning Named Chair of Philanthropy at The American College

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The American College announced today that Philip Cubeta, CLU®, ChFC®, MSFS, CAP®, is the new holder of the Sallie B. and William B. Wallace Endowed Chair in Philanthropy. As the Chair, Cubeta will be responsible for developing, maintaining and improving The College's world-class philanthropy education, including the three graduate school courses that lead to the institution's prestigious Chartered Advisor in Philanthropy® (CAP®) designation. Prior to joining The American College, Cubeta was the Chief of Staff for the Nautilus Group in Dallas, Texas. The Nautilus Group, a service of New York Life Insurance Company, provides the organization's top 200+ financial advisors with estate, business and philanthropic strategies through a staff of 30 professionals.

The American College announced today that Philip Cubeta, CLU®, ChFC®, MSFS, CAP®, is the new holder of the Sallie B. and William B. Wallace Endowed Chair in Philanthropy. As the Chair, Cubeta will be responsible for developing, maintaining and improving The College's world-class philanthropy education, including the three graduate school courses that lead to the institution's prestigious Chartered Advisor in Philanthropy® (CAP®) designation.

"Phil is an outstanding addition to our faculty," said Larry Barton, Ph.D., President and Chief Executive Officer of The American College. "His financial services experience in philanthropic planning combined with his prior experience as a training consultant will help The College create effective educational materials that serve the needs of financial advisors and charitable giving professionals seeking to help clients achieve their philanthropic, estate planning and wealth management objectives."

The College's Chartered Advisor in Philanthropy® designation will be an important part of Cubeta's focus. The program, which meets the rigorous standards set by The American College, teaches individuals the tools and strategies used in philanthropic planning. Consisting of three graduates-level courses, this designation requires students to complete a comprehensive range of practical case studies and rigorous course work. Individuals who complete the CAP® program will increase their understanding of philanthropy and the nonprofit world. They will also learn the skills required to work effectively with and for nonprofit organizations and their donors.

Prior to joining The American College, Cubeta was the Chief of Staff for the Nautilus Group in Dallas, Texas. The Nautilus Group, a service of New York Life Insurance Company, provides the organization's top 200+ financial advisors with estate, business and philanthropic strategies through a staff of 30 professionals. From 1993 - 1995, Cubeta was a Market Manager with New York Life Insurance Company's Charitable Giving Network of New York City. In this position, he created and supported a network of 150 New York Life agents dedicated to philanthropic planning.

Cubeta also has extensive educational experience. He was the Senior Training Consultant for NYLIFE Advisors where he traveled the country teaching financial planning to corporate professionals. He also served as an instructional designer in New York Life's training division where he created basic and advanced training modules.

He holds a B.A. in English from Williams College in Williamstown, Massachusetts, an M.A. in Philosophy, Psychology and Literature from Oxford University in Oxford, England, and an M.A., M.Phil in English Language and Literature from Yale University in New Haven, Connecticut. In addition, Cubeta holds several designations and a master's degree from The American College.

He earned his Chartered Life Underwriter® (CLU®) and Chartered Financial Consultant® (ChFC®) designations from The College in 1985. He went on to earn his Master of Science in Financial Services degree in 1990 and his Chartered Advisor in Philanthropy® (CAP®) designation in 2005.

Cubeta is the Past President of the North Texas Council of the National Committee on Planned Giving and is currently a member of their Board of Directors. He has also served as the head of the Advisory Board for Inspired Legacies, a nonprofit organization dedicated to "growing great donors and nonprofit leaders."

He has spoken and written extensively on philanthropic related issues and has been cited in The Financial Times, The New York Times and Financial Planning magazine among others. Cubeta is highly regarded by his peers and associations serving the nonprofit and financial advisor communities as a charitable giving thought leader.

The American College is dedicated to leadership in innovative training and development that helps financial services companies and their employees succeed. As a non-profit educational institution holding the highest level of academic accreditation, The College has served as a valued business partner to banks, brokerage firms, insurance companies and others for over 80 years. The American College's faculty represents some of the financial services industry's foremost thought leaders. For more information, visit TheAmericanCollege.edu

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