Phil Joseph

Phil Joseph, MBA, serves as a Senior Manager in Wealth Management Competitive Intelligence at Guardian Life since June 2025. Prior to this role, Phil worked at New York Life Investments from July 2016 to 2024, focusing on Variable Life Product Management, where responsibilities included driving enhancements to the Variable Universal Life product suite and collaborating with teams to integrate investment solutions and sales support. Phil also served as an Investment Consultant, leading seminars and training sessions for financial advisors across various states. Earlier in the career, Phil was a Regional Private Banker at Wells Fargo Advisors from 2009 to 2016, providing tailored wealth management solutions to high-net-worth clients. Phil holds an MBA in Finance from Northeastern University and a Bachelor's degree in Business/Managerial Economics from The State University of New York.