Phillip is responsible for researching and analyzing the capital markets. In addition to updating investment allocations and portfolio models, Phillip also reviews client’s existing portfolios and develops tailored investment proposals to match each client’s specific needs.
Phillip brings 10 years of business experience to our firm and combines this with his educational background in game theory and probability to provide unique insights into current market conditions and economic trends.
Phillip earned a bachelor’s degree from the University of Virginia College of Arts and Sciences and is a current graduate student at Johns Hopkins Whiting School of Engineering.