Phil joined our firm after 28 successful years in the investment management business at Citi. He started his career at Shearson Lehman Brothers, transitioning through several roles and mergers. These culminated in his position at the Citi Private Bank as a senior portfolio manager. Phil brings a wealth of knowledge and experience in helping clients achieve their financial goals.
A 1986 graduate of the State University of New York in Albany, Phil holds a B.S. in economics. He also earned an MBA in finance from Iona College. Phil is a certified USA Swimming Official as well as a board member and treasurer of the Westchester County Swim Conference. An active volunteer, he has coached youth sports as well as serving on the Village of Larchmont Budget Committee and the Church of St. Augustine Parish Council. Phil grew up in Larchmont, New York where he and his wife Lucy raised their four children.