Phil Shaffer CIMA is currently the Director of Institutional Services at OneAscent, where they provide outsourced investment solutions centered around values-aligned investing. Previously, they served as Managing Director at Hamilton Capital from 2018 to 2024 and were the Founder & CEO of Halite Partners in 2017 and 2018. Phil also held the position of Managing Director and Institutional Consulting Director at Morgan Stanley Graystone from 1993 to 2017. They are pursuing a B.A. in History at The College of Wooster and have earned the Certified Investment Management Analyst designation from The Wharton School.
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