Clearsight Advisors
Phil Loria is an experienced finance professional currently serving as Vice President at Clearsight Advisors since October 2019, having previously held roles as Associate and Senior Analyst within the same firm. Prior experience includes working as an Investment Banking Analyst at B. Riley FBR, Inc. from June 2017 to September 2019 and as an Investment Research Intern at Slingshot Insights from May 2015 to May 2017, as well as a brief tenure as an Investment Banking Summer Analyst at FBR Capital Markets & Co. in the summer of 2016. Phil Loria began their career with an internship at Wheat's Lawn & Custom Landscape, Inc. in 2014. Educationally, Phil Loria earned a Bachelor's Degree in Finance with a Minor in Economics from the Raymond A. Mason School of Business at William & Mary, graduating in 2017.
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