Helping Highest Capacity Clients Achieve Their Full Legacy Potential - LR, Primary Venue
Phil Cubeta, Philanthropy Offerings
For 13 years, Philip “Phil” Cubeta was responsible for the Chartered Advisor of
Philanthropy ® (CAP ® ) Program at The American College of Financial Services. He now serves as
a Professor of Practice at The College in support of GS 859: Gift Planning in a Nonprofit Context.
Before joining The College, Cubeta 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 via 200 of the company's top agents.
Cubeta's original training was in English Literature. He earned a BA from Williams College. He
then earned several master’s degrees. An MA in Philosophy and Psychology from Oxford
University; an M.Phil in Philosophy and an MA in English Language and Literature from Yale
University; as well as a Masters of Science in Financial Services (MSFS) from The American
College of Financial Services.
In 2022, Cubeta was inducted into the Charitable Gift Planners Hall of Fame. Earlier, he was
honored with the Fithian Leadership award by Advisors in Philanthropy. He also has been
recognized with the “Power of the Purse" award (Advisor category) from Texas Women’s
Foundation. He serves on the Planning Giving Board for The Jimmy and Rosalynn Carter
Foundation. He has served on the Board of National Association of Estate Planners and
Councils, and he is a member of The Leadership Institute of CGP.
