Peter Milhaupt

Peter Milhaupt is the Chairman of Carolina Financial Group LLC, a financial services company.2 In his role as Chairman, Milhaupt's primary focus is on developing and expanding the firm's primary distribution capabilities for originating investment capital for the company's clients.1

Professional Background

Peter Milhaupt brings significant experience to his position at Carolina Financial Group LLC. While specific details about his career history are limited in the provided information, his current role suggests a strong background in finance, investment banking, and leadership.

Current Role and Responsibilities

As Chairman, Milhaupt is likely involved in:

• Overseeing important decision-making processes for the company
• Guiding the overall strategic direction of Carolina Financial Group LLC
• Expanding the firm's distribution capabilities and client base
• Working closely with other key executives, such as CEO Bruce Roberts, to drive the company's growth and success

Company Overview

Carolina Financial Group LLC, where Milhaupt serves as Chairman, is part of a larger financial services organization that includes:

• Carolina Financial Securities, LLC: Founded in 1997 by Bruce V. Roberts
• Carofin, LLC: Established in 2018 as a FINRA-registered broker-dealer

The company focuses on structuring, selling, and supporting private investments, having facilitated over $1.1 billion in investments across more than 200 transactions for over 100 businesses.1

Location and Connections

Peter Milhaupt is based in New Canaan, Connecticut.23 His LinkedIn profile indicates that he has over 500 connections on the platform, suggesting a well-established professional network in the financial industry.2