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John D. Culbertson

Owner at John Culbertson CFA - Expert Witness
Intro Book
John D. Culbertson is a seasoned wealth management expert with 19 years of experience, holding an MBA from Cornell University and a Bachelor's degree from Hobart and William Smith Colleges, with expertise in investment management and advisory services.
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Location
Pittsburgh, Pennsylvania, United States, US
Skills
  • Wealth Management
  • Investments
  • Asset Management
  • Portfolio Management
  • Financial Planning
  • Show all
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Bio

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John D. Culbertson is a seasoned wealth management expert with 19 years of experience as an owner at John Culbertson CFA - Expert Witness, where he provides expert testimony on investment portfolio suitability for individual and charitable purposes. Previously, he held the position of Retired Senior Portfolio Manager at PNC Bank, where he managed money and relationships for non-profit institutions over a 35-year tenure. Culbertson holds a Master of Business Administration (M.B.A.) from Cornell University and a Bachelor's Degree from Hobart and William Smith Colleges.

Experience

  • John Culbertson CFA - Expert Witness
    • Owner
      • 2005 - Present

      Expert testimony on the suitability of investment portfolios for individual and charitable purposes.

  • PNC Bank
    • Retired Senior Portfolio Manager
      • 1970 - 2005

      Managing money and relationships for non profit institutions

Education

  • 1968 - 1970
    Cornell University
    Master of Business Administration (M.B.A.), Finance, General, Marketing
  • 1964 - 1968
    Hobart and William Smith Colleges
    Bachelor’s Degree, European History

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