Sean Phillips, CFA
Financial Analyst & Investment Committee Member*
As part of the Investment Committee, which is the governing body overseeing the investment management functions for the firm including research, recommendations, and selection of investments, Sean adds significant depth to our investment process for the benefit of clients. In this role, she shares strategic oversight of the investment policy and gains insight about markets and returns through evidence-based research. By using an academic approach to analyze thousands of investments for inclusion in our portfolios he assists in evaluating current market data, trends, and research to form investment recommendations. This includes but, not limited to, strategic and tactical allocation, asset location and specific securities.
Sean works as a Financial Analyst with responsibilities primarily consisting of portfolio construction and trading. His most prior position was with a financial services firm, where he worked as a customer relationship manager on behalf of a small team of financial advisors.
Sean attended Drake University where he earned a Bachelor’s degree in Finance and Accounting.
Outside of work he enjoys spending time with friends and family, cooking, brewing his own beer, and spending time outdoors.
*Part of Vision Network.