John L. Phillips, CIMA®

John L. Phillips has a strong background in asset management. John L. is currently serving as the SVP and Heartland Regional Director at Strive Asset Management since October 2022. Prior to this, they worked at J.P. Morgan Asset Management as an Executive Director and Client Advisor from August 2014 to October 2022. Before that, they held the position of Senior Vice President and Wholesaler at Fidelity Investments from December 2000 to July 2014. John L.'scareer in the industry started at Evergreen Funds, where they worked as a Vice President from September 1997 to December 2000.

John L. Phillips, CIMA®, holds a Bachelor of Arts degree in English/Psychology from Boston College. John L. completed their undergraduate studies from 1987 to 1991. Later, in 2012, they obtained the CIMA Designation from The Wharton School. This certification was awarded by the Investments & Wealth Institute in December 2012. Another certification, the AAMS, is listed but does not include specific information regarding the institution or the date of completion.