Christopher Philips, Cfa Email and Phone Number
Christopher Philips, Cfa work email
- Valid
Christopher Philips, Cfa personal email
I am a dynamic senior investment executive with an accomplished record of driving multibillion-dollar revenue growth, building lasting relationships with clients, and positioning companies as market leaders in the capital markets space. With a focus on business outcomes, I tactfully shape operational, investment, and client strategies to achieve aggressive targets. Starting my career in Vanguard’s Accelerated Development Program, I quickly developed a wide breadth of technical investing, business, and interpersonal skills. Early on, I worked with innovative leaders to establish the core infrastructure for Vanguard’s Investment Strategy Group, which led the firm to reach its status as a thought leader in finance. Deep investment research, portfolio construction strategy, client success, and business and P&L leadership experience enabled me to lead a turnaround of a $70B+ business while delivering on client goals.I am a thought leader who sets goal-based investment strategies and mentors teams to drive successful execution. Instilling a company-wide focus on strategic business outcomes, I transform business development activities, client relationship management, and investment offerings. My teams consistently rank among the highest for engagement and performance. I strive to create a culture where people feel empowered to innovate, take strategic and controlled risks, and attain shared goals. ______________ AREAS OF EXPERTISE: Investment Strategy ► Asset Allocation Strategy ► Portfolio Construction ► Institutional Portfolio Management ► Market & Business Insights ► Capital Markets Thought Leadership ► Organizational Transformations ► Client Relationship Management ► Strategic Planning & Advisement ► Business Development Strategies ► P&L Ownership ► Team Building & Coaching ► Executive Leadership
Lcg Associates, Inc.
View- Website:
- lcgassociates.com
- Employees:
- 70
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Svp, Ocio Practice LeaderLcg Associates, Inc. May 2023 - PresentResponsible for implementing OCIO best practices and expanding business development. As part of the research team, I also conduct capital market and asset class research, investment manager due diligence, and special topical studies.
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Head Of Outsourced Chief Investment OfficeVanguard Jan 2016 - Jul 2022Pennsylvania, United StatesAccelerated growth and achieved strategic goals as a principal leading Vanguard’s OCIO business. Oversaw 140 investment professionals in investment policy design and consulting; portfolio construction advice; asset allocation modeling; and ongoing investment management to endowment, foundation, and defined benefit clients. ✓ Transformed declining business in highly competitive industry, achieving record sales in three consecutive years and fueling 3x growth.✓ Migrated to fully open investment platform, evolved investment methodology, modernized back-office operations, and transformed front-end client portfolio modeling. ✓ Invested in technology and human capital, resulting in a 99.9% internal quality, launch of an industry-leading performance reporting platform, and client net promoter scores (NPS®) above 90. ✓ Recruited professionals that diversified client team experience and added new investment offerings including private equity, private real estate, CITs, non-proprietary investments, and derivatives.✓ Doubled annual sales in five years and expanded ESG and DE&I offers to align investments with client priorities.✓ Fostered culture of achievement with highest employee engagement scores during period of significant transformation. -
Regional Head – Institutional Asset ManagementVanguard Feb 2015 - Dec 2015Pennsylvania, United StatesLed relationship management team in managing $300B book of business with institutional clients’ defined contribution, defined benefit, and corporate asset pools. Drove consistent growth by spearheading business development, investment strategy, and client retention engagements. Produced thought leadership on key investment topics; served as senior Vanguard ambassador. ✓ Transformed team’s client service focus to proactive, which increased cross-selling, bolstered relationships, and deepened penetration across client books. ✓ Championed launch of new TDF trust series and revitalized marketing content to articulate product value proposition that generated traction at launch.✓ Lowered internal business partner demand for product/investment expertise by 20% to improve client relationships and business development activities.
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Strategist – Investment Strategy GroupVanguard Jan 2005 - Jan 2015Pennsylvania, United StatesCreated, deepened, and broadened investment research across portfolio construction, asset allocation, investment strategy and behavioral finance topics to establish Vanguard as a thought leader in a competitive market. Presented to and collaborated with retail, institutional, and intermediary investors to build and manage portfolios; served as SME for special projects company-wide. ✓ Drove company forward with thought leadership and frequent presentations at conferences worldwide on product development, portfolio construction, asset allocation, and investment strategy. ✓ Vanguard ambassador for media engagements including the Wall Street Journal, Financial Times, Pension & Investment, Morningstar, Bloomberg, and NY Times. ✓ Produced research that resulted in creation of Vanguard’s Total International Bond Fund, the most successful fund launch in company history, and enhanced position/sale of Market Neutral and Real Estate Funds. ✓ Directly influenced strategy to increase exposure to international securities and set foundation for how Vanguard thinks about home bias and diversification.
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Project & Operations Specialist – Investment Strategy GroupVanguard Feb 2002 - Dec 2005Established and expanded core infrastructure including research processes, quality metrics, and strategic partners as key member of newly formed Investment Strategy Group. ✓ Facilitated the launch of a new thought leadership team at Vanguard.✓ Coordinated with Vanguard’s executive leadership team, portfolio managers, and public relations to define and build research pipeline.
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Accelerated DevelopmentVanguard Jul 2000 - Feb 2002
Christopher Philips, Cfa Skills
Christopher Philips, Cfa Education Details
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Business Administration And Management, General -
Great Valley High School
Frequently Asked Questions about Christopher Philips, Cfa
What company does Christopher Philips, Cfa work for?
Christopher Philips, Cfa works for Lcg Associates, Inc.
What is Christopher Philips, Cfa's role at the current company?
Christopher Philips, Cfa's current role is Senior Investment Executive | Institutional Investing Strategy & Management | Building Lasting Client Relationships | Defining & Leading Business Strategy | Capital Markets Thought Leader.
What is Christopher Philips, Cfa's email address?
Christopher Philips, Cfa's email address is ch****@****ard.com
What schools did Christopher Philips, Cfa attend?
Christopher Philips, Cfa attended Franklin & Marshall College, Great Valley High School.
What skills is Christopher Philips, Cfa known for?
Christopher Philips, Cfa has skills like Asset Allocation, Mutual Funds, Financial Modeling, Fixed Income, Risk Management, Presenter, Portfolio Construction, Leadership, Technical Analysis, Technical Selling, Alternative Investments, Series 7.
Who are Christopher Philips, Cfa's colleagues?
Christopher Philips, Cfa's colleagues are Katie Buckler, David D. Ritter, Cfa, David Emerson, Cfa, Caia, Fred Stewart, Eric Huff, Cfa, Caia, Shelby Bracco, Christian A. Schaffner.
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