Daniel Phillips Email and Phone Number
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Daniel Phillips phone numbers
I am a 20-year veteran of the wealth management and asset management industry, focused on asset allocation and portfolio construction with extensive experience in working with a broad array of client types, including: intermediaries, high-net-worth investors, family offices, not-for-profit boards, defined benefit plans, sovereign wealth funds and various other institutional clients.As SMArtX Chief Investment Officer, I am responsible for overseeing SMArtX investment activities – including serving as Chair for the SMArtX Investment Policy Committee, communicating SMArtX market views and managing the SMArtX multi-asset portfolios. I also worksclosely with SMArtX clients and prospects, providing investment guidance and consultation.I have been recognized as a dynamic speaker, fielding numerous speaking requests each year at conferences, client events and in the media - alongside individual client meetings. I also produce a number of written pieces in the form of market outlooks, quarterly reviews, investment strategy commentaries and long-term capital market assumptions. I pride myself in being a mentor to younger professionals and a leader within the organization - both through words and by example.
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Chief Investment OfficerSmartx Advisory Solutions Jun 2024 - PresentWest Palm Beach, Florida, Us -
Director, Asset Allocation StrategyNorthern Trust Jul 2017 - May 2024Chicago, Illinois, Us -
Investment StrategistNorthern Trust Feb 2009 - Jul 2017Chicago, Illinois, Us -
Investment AnalystNorthern Trust Mar 2006 - Feb 2009Chicago, Illinois, Us -
Gold Program RotationalNorthern Trust Jul 2005 - Mar 2006Chicago, Illinois, Us
Daniel Phillips Skills
Daniel Phillips Education Details
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The University Of Chicago Booth School Of BusinessInvestments And Securities -
University Of IowaEconomics
Frequently Asked Questions about Daniel Phillips
What company does Daniel Phillips work for?
Daniel Phillips works for Smartx Advisory Solutions
What is Daniel Phillips's role at the current company?
Daniel Phillips's current role is Market Strategy | Portfolio Strategy | Model Management.
What is Daniel Phillips's email address?
Daniel Phillips's email address is bu****@****one.net
What is Daniel Phillips's direct phone number?
Daniel Phillips's direct phone number is +131272*****
What schools did Daniel Phillips attend?
Daniel Phillips attended The University Of Chicago Booth School Of Business, University Of Iowa.
What are some of Daniel Phillips's interests?
Daniel Phillips has interest in Football, Casinos, Collecting Antiques, Exercise, Sweepstakes, Home Improvement, Reading, Gourmet Cooking, Sports, Watching Basketball.
What skills is Daniel Phillips known for?
Daniel Phillips has skills like Asset Allocation, Investment Management, Equities, Financial Modeling, Financial Analysis, Chartered Financial Analyst, Investment Strategies.
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