Phineas W. Troy

Phineas W. Troy, CFA has extensive experience in the financial industry, with their most recent role as a Vice President at Asset Consulting Group since 2020. Prior to that, they worked as a Principal at Mercer and Pavilion, a Mercer Practice, from 2018 to 2020. Phineas W. also served as a Vice President at Summit Strategies Group from 2012 to 2018, where they provided consulting services to various institutional clients. Additionally, Phineas worked as a Financial Advisor at UBS Financial Services from 2008 to 2012.

Phineas W. Troy, CFA completed their education at the University of Missouri Trulaske College of Business. Phineas W. earned a Bachelor's degree in Finance. Later, they pursued an MBA in Finance & Marketing, also at the University of Missouri Trulaske College of Business. The specific start and end years for these degrees were not provided.