Daniel Phillips

Daniel Phillips Email and Phone Number

Market Strategy | Portfolio Strategy | Model Management @ SMArtX Advisory Solutions
Daniel Phillips's Location
Chicago, Illinois, United States, United States
Daniel Phillips's Contact Details
About Daniel Phillips

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.

Daniel Phillips's Current Company Details
SMArtX Advisory Solutions

Smartx Advisory Solutions

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Market Strategy | Portfolio Strategy | Model Management
Daniel Phillips Work Experience Details
  • Smartx Advisory Solutions
    Chief Investment Officer
    Smartx Advisory Solutions Jun 2024 - Present
    West Palm Beach, Florida, Us
  • Northern Trust
    Director, Asset Allocation Strategy
    Northern Trust Jul 2017 - May 2024
    Chicago, Illinois, Us
  • Northern Trust
    Investment Strategist
    Northern Trust Feb 2009 - Jul 2017
    Chicago, Illinois, Us
  • Northern Trust
    Investment Analyst
    Northern Trust Mar 2006 - Feb 2009
    Chicago, Illinois, Us
  • Northern Trust
    Gold Program Rotational
    Northern Trust Jul 2005 - Mar 2006
    Chicago, Illinois, Us

Daniel Phillips Skills

Asset Allocation Investment Management Equities Financial Modeling Financial Analysis Chartered Financial Analyst Investment Strategies

Daniel Phillips Education Details

  • The University Of Chicago Booth School Of Business
    The University Of Chicago Booth School Of Business
    Investments And Securities
  • University Of Iowa
    University Of Iowa
    Economics

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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