Phillip Barr

Phillip Barr, CFA, has diverse experience in financial services and leadership roles, beginning with an Officer Cadet position in the British Army, where leadership and decision-making skills were developed. Barr gained valuable exposure as a Summer Intern at Handelsbanken, focusing on research, statistical analysis, and client relationship management. Subsequent roles at UBS, including Client Account Manager and Graduate Analyst, involved implementing automated systems for financial data analysis, enhancing client experience, and managing client relationships across various segments. Educational credentials include a Bachelor's Degree in Economics from the University of Bristol and a high school diploma from The Perse School in Cambridge.