Philip Robert

Director - Client Service Manager - Tax Exempt Market

Philip Robert is the Founder and Chief Encouragement Officer of The Burning Limb Foundation, a 501(c)(3) organization dedicated to supporting individuals with chronic, rare, and debilitating illnesses. With over 20 years of experience in investment management, Philip has a strong background as a portfolio manager and analyst, consistently achieving superior performance and managing complex client relationships. They have held leadership roles at companies including Fidelity Investments and Westwood Management, where they developed successful strategies for high net worth clients and institutional accounts. Philip's educational background includes an MBA in Finance from Rollins College and a B.A. in Economics from UC San Diego, where they continue their studies.

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United States

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