Please complete the CAPTCHA to continue
A concise factual answer block for searchers comparing this professional profile.
Daniel Phillips is listed as CIO at EverSource Wealth Advisors at EverSource Wealth Advisors, a company with 13 employees, based in Greater Birmingham, Alabama Area, United States. AeroLeads shows a matched LinkedIn profile for Daniel Phillips.
Daniel Phillips previously worked as Chief Investment Officer at Eversource Wealth Advisors and Director of Investments at Eversource Wealth Advisors. Daniel Phillips holds Bachelor’S Degree, Economics & Financial Analysis, Summa Cum Laude from University Of Alabama At Birmingham.
This section adds company-level context without repeating Daniel Phillips's masked contact details.
Review company-level records connected to Daniel Phillips before choosing the right outreach path.
Daniel Phillips is a CIO at EverSource Wealth Advisors at EverSource Wealth Advisors.
Company context helps verify the profile and gives searchers a useful next step.
A career timeline built from the work history available for this profile.
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.
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.
Birmingham, Alabama Area
Financial Planner and Portfolio Manager
Birmingham, Alabama Area
RIA start-up, Financial Planner, and Portfolio Manager
Birmingham, Alabama Area
Trust, Private Banking, and Brokerage.
Birmingham, AL
Other employees you can reach at eversourcewealthadvisors.com. View company contacts for 13 employees →
Brandi Lobato, Cfp®
Colleague at Eversource Wealth AdvisorsWest Palm Beach, Florida, United States, United States
View →
MR
Micky Reeves
Colleague at Eversource Wealth AdvisorsAllen, Texas, United States, United States
View →
BS
Bill Stevens
Colleague at Eversource Wealth AdvisorsGreen Valley, Arizona, United States, United States
View →
EH
Ed Hart
Colleague at Eversource Wealth AdvisorsBirmingham, Alabama, United States, United States
View →
JR
John R. Burch, Cfp®, Cka®
Colleague at Eversource Wealth AdvisorsHelena, Alabama, United States, United States
View →
AV
Andrew Varnedoe, Cfp®, Cka®, Cima®
Colleague at Eversource Wealth AdvisorsNashville Metropolitan Area, United States
View →
DS
David Sims Jd Phd Aif® Cka®
Colleague at Eversource Wealth AdvisorsLittle Rock, Arkansas, United States, United States
View →
JM
Joseph Mbabu
Colleague at Eversource Wealth AdvisorsBirmingham, Alabama, United States, United States
View →
HV
Howard Varnedoe,Cfp®
Colleague at Eversource Wealth AdvisorsFranklin, Tennessee, United States, United States
View →
JG
Jane Graveling
Colleague at Eversource Wealth AdvisorsBirmingham, Alabama, United States, United States
View →
Quick answers generated from the profile data available on this page.
Daniel Phillips works for EverSource Wealth Advisors.
Daniel Phillips is listed as CIO at EverSource Wealth Advisors at EverSource Wealth Advisors.
Daniel Phillips is based in Greater Birmingham, Alabama Area, United States while working with EverSource Wealth Advisors.
Daniel Phillips has worked for Eversource Wealth Advisors, Bmss Wesson Wealth Solutions, Cadence Bank, N.A., Montag & Caldwell Llc, and Lightfoot, Franklin & White Llc.
Daniel Phillips's colleagues at EverSource Wealth Advisors include Brandi Lobato, Cfp®, Micky Reeves, Bill Stevens, Ed Hart, and John R. Burch, Cfp®, Cka®.
You can use AeroLeads to view verified contact signals for Daniel Phillips at EverSource Wealth Advisors, including work email, phone, and LinkedIn data when available.
Daniel Phillips holds Bachelor’S Degree, Economics & Financial Analysis, Summa Cum Laude from University Of Alabama At Birmingham.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial Search contactsCheck these profiles if this is not the Daniel Phillips you were looking for.
View similar profiles
