Phil is responsible for building new client relationships. He has over 17 years of investment experience including several years focused on bringing OCIO services to institutional investors. Prior to joining Strategic, Phil served as a Regional Director on the OCIO Business Development team for SEI Investments. Prior to that, he worked for Guggenheim Partners as Director, Institutional Equity Sales. Prior to Guggenheim, he was an Assistant Vice President of Institutional Equity Sales and Trading at Barclays Capital and held various positions with Morgan Stanley.
Phil holds an M.S. in Administrative Studies and a B.S. in Marketing, both from Boston College.