Phillip C. started their work experience in 2004 as the Chief Investment Officer at Volunteer Corporate Credit Union. In 2011, they became a Board Member at CU Investment Solutions LLC.
Phillip C. completed their Bachelor of Business Administration (B.B.A.) degree in Finance from Belmont University between 1995 and 1999. After a significant gap of several years, they pursued further education and obtained a Master of Science (MS) degree in Accounting from Maryville University of Saint Louis from 2017 to 2019.
August, 2004 - present
Chief Investment Officer at The Bryn Mawr Trust
Chief Investment Officer at B2holding ASA
Chief Investment Officer at Twelve Points Wealth Management
Chief Investment Officer at Chicago Teachers' Pension Fund
Chief Investment Officer at SA STONE WEALTH MANAGEMENT INC.