Phillip M. Plant

Phillip M. Plant is a partner in Herndon Plant Oakley Ltd. He holds a B.A. in economics from St. Mary’s University, San Antonio, and has more than 52 years of experience in the investment industry. Mr. Plant focuses on money management and asset allocation techniques that are contemporary with investment requirements. He has extensive knowledge and skill in working with large family corporate offices and wealth management, private corporate financing, selection of money managers and total asset review and advisement. He also has extensive experience working with foundations, both public and private.