John Philo

John Philo, CFA, has extensive experience in investment management, currently serving as Portfolio Manager at Lozier Corporation since June 2013, where the focus is on public securities portfolio management. Prior to this role, John was Chairman of the Investment Committee at Conley Investment Counsel from June 2008 to June 2013, leading investment policy implementation and client asset allocation. John also worked as a Senior Investment Analyst at Orizon Investment Counsel from November 2004 to June 2008, overseeing mutual fund portfolios and facilitating investment committee meetings. Additionally, John served as a Portfolio Manager at CLS Investments, LLC from November 1995 to November 2004, where responsibilities included stock recommendations and performance composite creation. John began the professional journey at CLS Investments as a Client Services Team Member. John holds a Bachelor of Science in Business Administration, Finance from the University of Nebraska-Lincoln, earned in 1995.