Inverness Counsel
Philip is an Operations Analyst who assists in collecting data from custodians, and investment managers to input into the portfolio system. Prior to joining Inverness in 2019, Philip worked as a Staff Accountant at Kofler, Levenstein, Romanotto L.P., and a Support Specialist at AccountantsWorld LLC, as well as a personal trainer at Fitness 19.
Philip earned a BA in Accounting in 2016 and an MBA in 2018 both from Long Island University – Post.
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Inverness Counsel
Inverness Counsel is a wealth management firm that offers advice to its clients to meet both their short-term and long-term goals.