About

Philip Cubeta, CLU®, ChFC®, AEP®, MSFS, CAP®

As the Sallie B. and William B. Wallace Chair in Philanthropy at The American College, Phil Cubeta is responsible for the Chartered Advisor in Philanthropy® (CAP®) curriculum.

Prior to joining The American College, Phil served as Chief of Staff for The Nautilus Group, a service of New York Life Insurance Company, providing estate, business, and philanthropic strategies to affluent clients through 200 of the company’s top agents.

Phil’s original training was in English Literature, Williams College, BA; Philosophy and Psychology, Oxford University, MA; and English Language and Literature, Yale, MA, M.Phil. He also holds the Masters of Science in Financial Services (MSFS) from The American College.

Phil’s essays on philanthropy have appeared in Tracy Gary’s Inspired Legacies (Wiley and Sons: 2008); H. Peter Karoff, The World We Want: New Dimensions in Philanthropy and Social Change (Altimira Press: 2007); and Amy Kass, Doing Well Doing Good: Readings for Thoughtful Philanthropists (Indiana University Press: 2008). His article, “Legacy Planning Teams: Lessons learned from family offices, private banks and best-of-breed teams of Independents,” with Tom Rogerson and Marty Shenkman appeared in Trusts and Estates, 2017.

He serves on the Planned Giving Advisory Board for The Carter Center (established by Jimmy and Rosalind Carter). He is a past President of the North Texas Council of Partnership for Philanthropic Planning. In 2012 he was, along with Charles Collier of Harvard, honored with the Fithian Leadership award by Advisors in Philanthropy. In that year he was also the “Power of the Purse” awardee (Advisor category) from Dallas Women’s Foundation.