Dan Phillips

I am a 20-year veteran of the wealth management and asset management industry, focused on asset allocation and portfolio construction with extensive experience in working with a broad array of client types, including: intermediaries, high-net-worth investors, family offices, not-for-profit boards, defined benefit plans, sovereign wealth funds and various other institutional clients.

I have been recognized as a dynamic speaker, fielding numerous speaking requests each year at conferences, client events and in the media - alongside individual client meetings. I also produce a number of written pieces in the form of market outlooks, quarterly reviews, investment strategy commentaries and long-term capital market assumptions. I pride myself in being a mentor to younger professionals and a leader within the organization - both through words and by example.