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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 is responsible for the overall strategy of the Foundation & Endowment practice and works with senior members across the Investments organization to design and implement thoughtful solutions to clients' investment needs. He also partners closely with the Private Bank's Philanthropic Advisory team to understand clients' philanthropic goals so that these may be reflected where appropriate in the portfolio.
Prior to taking on this role, Phil led the investments team for the Law Firm Group and High Net Worth across the United States. Since joining the Private Bank in 2010, Phil also led the ultra high net worth New York Metro investment team, and served as Head of Investment Advisory Services and Head of the North American Investment Lab.
Before joining the Private Bank, Phil was Head of the US Portfolio Management Group for Guggenheim Investment Advisors. He has spent over 25 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. He also holds the Chartered Financial Analyst designation. He is a member of the CFA Institute as well as the CFA Society of New York.