Philip M. Mortimer

Philip M. Mortimer, CFA has a decade of experience in finance, specializing in energy finance. Philip M. served as a Vice President at Frost Bank from 2010 to 2018 before joining Independent Financial as a Senior Vice President in 2022. In addition, they gained valuable experience as a Summer Associate at Local Insight Media in 2008 and Edward Jones in 2007.

Philip M. Mortimer, CFA received their Bachelor of Business Administration (BBA) in Finance, General from Texas A&M University in 2008. Philip M. is also a CFA Charterholder, awarded by the CFA Institute.