Phil is a Managing Director and Wealth Advisor at PWM Advisors. In this role, he is responsible for advising high-net-worth individuals and institutions to strategies that can help grow their wealth and preserve their legacy for future generations. His approach combines the client experience of a boutique-like private bank with access to extensive resources. He’s built out a niche client base of enterprising men and women in the tech and financial sectors, working with them on a holistic approach to wealth generation and preservation.
Prior to PWM Advisors, Phil worked at Bank of America Private Bank (formerly U.S. Trust) as a Private Client Advisor, again advising high-net-worth individuals and institutions. Before that, Phil worked at Euromoney Institutional Investor where he focused on introducing institutional investors and single family offices to niche investment managers. Before that, he was at Bunge Limited, where he focused on analyzing investment opportunities along the agricultural value chain. Phil was also the sole analyst for his team’s proprietary distressed debt trading book, as well as their commodity pre-export finance activities.
Throughout his career Phil traveled extensively and lived in Brazil, England, Germany, Spain and Switzerland. There he found a true love for travel, culture, wine and food. This led him to become involved with wine importing and classic car investing, as well as having an appreciation for the global art market.
Phil graduated from Cornell University with a Bachelor of Science degree in Applied Economics and Management. He lives in the North Fork of Long Island with his family.