Daniel Phillips

Daniel Phillips Email and Phone Number

CIO at EverSource Wealth Advisors @ EverSource Wealth Advisors
birmingham, alabama, united states
Daniel Phillips's Location
Greater Birmingham, Alabama Area, United States
About Daniel Phillips

Daniel Phillips is a CIO at EverSource Wealth Advisors at EverSource Wealth Advisors.

Daniel Phillips's Current Company Details
EverSource Wealth Advisors

Eversource Wealth Advisors

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CIO at EverSource Wealth Advisors
birmingham, alabama, united states
Website:
eversourcewealthadvisors.com
Employees:
13
Daniel Phillips Work Experience Details
  • Eversource Wealth Advisors
    Chief Investment Officer
    Eversource Wealth Advisors May 2024 - Present
    Birmingham Metropolitan Area, Alabama, United States
    CIO for RIA platform serving independent wealth advisors.Chair EverSource Investment Committee and lead Investment Team.Oversee diligence and manager selection for public markets and private markets.Portfolio Manager for EverSource's model portfolios.Lead platform development, investment operations, and advisor and RIA consulting for investments function.
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  • Eversource Wealth Advisors
    Director Of Investments
    Eversource Wealth Advisors Sep 2017 - May 2024
    Birmingham, Alabama Area
    Member of leadership team for Corporate RIA start-up.Investment platform build out, including technology, marketing, operations, and due diligence standards for investment strategies.Chair EverSource Investment Committee responsible for analysis and approval of investment strategies in publicly traded asset classes and private real estate, equity, and credit asset managers.OCIO consulting to partner firms and advisors.
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  • Bmss Wesson Wealth Solutions
    Private Wealth Advisor
    Bmss Wesson Wealth Solutions Jan 2020 - Sep 2020
    Birmingham, Alabama Area
    Financial Planner and Portfolio Manager
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  • Bmss Wesson Wealth Solutions
    Associate Advisor
    Bmss Wesson Wealth Solutions Jan 2016 - Jan 2020
    Birmingham, Alabama Area
    RIA start-up, Financial Planner, and Portfolio Manager
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  • Cadence Bank, N.A.
    Trust Portfolio Manager
    Cadence Bank, N.A. Apr 2015 - Jan 2016
    Birmingham, Alabama Area
    Cadence Trust division.
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  • Cadence Bank, N.A.
    Ws Investment Analyst
    Cadence Bank, N.A. Jun 2012 - Apr 2015
    Birmingham, Alabama Area
    Trust, Private Banking, and Brokerage.
    View
  • Montag & Caldwell Llc
    Summer Intern
    Montag & Caldwell Llc May 2011 - Aug 2011
    Atlanta, Ga
    Equity analyst.
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  • Lightfoot, Franklin & White Llc
    Summer Intern
    Lightfoot, Franklin & White Llc May 2010 - Aug 2010
    Birmingham, Al

Daniel Phillips Education Details

Frequently Asked Questions about Daniel Phillips

What company does Daniel Phillips work for?

Daniel Phillips works for Eversource Wealth Advisors

What is Daniel Phillips's role at the current company?

Daniel Phillips's current role is CIO at EverSource Wealth Advisors.

What schools did Daniel Phillips attend?

Daniel Phillips attended University Of Alabama At Birmingham.

Who are Daniel Phillips's colleagues?

Daniel Phillips's colleagues are Tim Lewis, Cfp®, Cka®, Todd Kessler, Jenny Freihage, Ross Thompson, Micky Reeves, Bill Stevens, Abbey Casady, Cfp®.

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