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By focusing on an individual client’s needs, we believe that we can offer thoughtful advice that, over the long term, can help investors arrive at better decisions and help achieve their investing goals.
Philip H. Sharkey is Head of Investments for the Law Firm Group and High Net Worth. He heads several teams who are responsible for leading the delivery of investment strategies to clients across the United States. Philip is also a managing director who serves a group of our key clients.
Since joining the Private Bank in 2010, Phil has also been in charge of our Investment Advisory Services and was also Head of the North American Investment Lab.
Prior to joining the Private Bank, Phil was Head of the US Portfolio Management Group for Guggenheim Investment Advisors. Phil has spent over 20 years in the financial services industry, working in fundamental fixed income research, debt capital markets and fixed-income trading, as well as wealth management and portfolio management.
Phil holds a degree in Economics from the College of William and Mary in Virginia and also holds the Chartered Financial Analyst designation. He is a member of the CFA Institute as well as the New York Society of Security Analysts.
The investments team provide advice on portfolios, products, and execution services across capital markets and managed investment products.