David S. Phillips, Cfa
AeroLeads people directory · profile

David S. Phillips, Cfa Email & Phone Number

Investment Specialist at Artisan Partners at Artisan Partners
Location: Cedarburg, Wisconsin, United States 2 work roles 2 schools
1 work email found @artisanpartners.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email d****@artisanpartners.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Artisan Partners
Role
Investment Specialist at Artisan Partners
Location
Cedarburg, Wisconsin, United States
Company size
471 employees

Who is David S. Phillips, Cfa? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

David S. Phillips, Cfa is listed as Investment Specialist at Artisan Partners at Artisan Partners, a company with 471 employees, based in Cedarburg, Wisconsin, United States. AeroLeads shows a work email signal at artisanpartners.com and a matched LinkedIn profile for David S. Phillips, Cfa.

David S. Phillips, Cfa previously worked as Investment Content Lead at Artisan Partners and Financial Advisor at Merrill Lynch. David S. Phillips, Cfa holds Master Of Business Administration (Mba), Finance, General from Yale School Of Management.

Company email context

Email format at Artisan Partners

This section adds company-level context without repeating David S. Phillips, Cfa's masked contact details.

*@artisanpartners.com
71% confidence

AeroLeads found 1 current-domain work email signal for David S. Phillips, Cfa. Compare company email patterns before reaching out.

View email format View company profile Management contacts
Profile bio

About David S. Phillips, Cfa

David S. Phillips, Cfa is a Investment Specialist at Artisan Partners at Artisan Partners. He possess expertise in bloomberg terminal, microsoft office, factset, morningstar direct, strategic insight simfund.

Listed skills include Bloomberg Terminal, Microsoft Office, Factset, Morningstar Direct, and 1 others.

Current workplace

David S. Phillips, Cfa's current company

Company context helps verify the profile and gives searchers a useful next step.

Artisan Partners
Artisan Partners
Investment Specialist at Artisan Partners
milwaukee, wisconsin, united states
Website
artisanpartners.com
Employees
471
AeroLeads page
Company profile
View company profile Email format
2 roles

David S. Phillips, Cfa work experience

A career timeline built from the work history available for this profile.

Investment Content Lead

Current
Artisan Partners

Milwaukee, WI

  • Investment Content Lead, Investment Communications
  • Write monthly, quarterly and annual portfolio manager commentaries for investment teams reviewing the period's market environment, portfolio results, portfolio activity and positioning, and investment outlook.
  • Research portfolio company fundamentals and operating results and analyze equity market performance trends to effectively communicate both internally and externally the investment thesis and stock performance drivers.
  • Author whitepapers, including thought leadership on investment concepts and topical perspective on specific investment opportunities identified by the investment teams.
  • Assist with response generation to RFP/RFI/DDQs as a portfolio subject matter expert.
  • Competitive analysis of asset managers in the peer group.
Apr 2008 - Present

Financial Advisor

Merrill Lynch

Sarasota, FL

  • Performed asset allocation, manager due diligence and selection, and security analysis for private banking team.
  • Provided investment advisory solutions to families and individuals to help them preserve, grow, and distribute their financial wealth.
Aug 2005 - Apr 2008
Team & coworkers

Colleagues at Artisan Partners

Other employees you can reach at artisanpartners.com. View company contacts for 471 employees →

KK Kelly Kaminski Kelly Kaminski Colleague at Artisan Partners Milwaukee, Wisconsin, United States, United States View → GG Guntur Gundala Guntur Gundala Colleague at Artisan Partners Batam, Riau Islands, Indonesia, Indonesia View → CS Casey Schiek, Mba Casey Schiek, Mba Colleague at Artisan Partners Los Angeles Metropolitan Area, United States View → RF Ryan Fahrnow Ryan Fahrnow Colleague at Artisan Partners United States, United States View → SB Shawn Bernet Shawn Bernet Colleague at Artisan Partners Milwaukee, Wisconsin, United States, United States View → NK Naomitsu Kimoto Naomitsu Kimoto Colleague at Artisan Partners San Francisco, California, United States, United States View → RD Robert Dehnke Robert Dehnke Colleague at Artisan Partners West Bend, Wisconsin, United States, United States View → MP Michelle Paz Michelle Paz Colleague at Artisan Partners Greater Milwaukee, United States View → ZS Zach Sattler Zach Sattler Colleague at Artisan Partners Milwaukee, Wisconsin, United States, United States View → LC Lucia Ciccollitto Lucia Ciccollitto Colleague at Artisan Partners Sydney, New South Wales, Australia, Australia View →
2 education records

David S. Phillips, Cfa education

Bachelor Of Arts (B.A.), Psychology

University Of Virginia

Activities and Societies: Phi Sigma Pi National Honor Fraternity

FAQ

Frequently asked questions about David S. Phillips, Cfa

Quick answers generated from the profile data available on this page.

What company does David S. Phillips, Cfa work for?

David S. Phillips, Cfa works for Artisan Partners.

What is David S. Phillips, Cfa's role at Artisan Partners?

David S. Phillips, Cfa is listed as Investment Specialist at Artisan Partners at Artisan Partners.

What is David S. Phillips, Cfa's email address?

AeroLeads has found 1 work email signal at @artisanpartners.com for David S. Phillips, Cfa at Artisan Partners.

Where is David S. Phillips, Cfa based?

David S. Phillips, Cfa is based in Cedarburg, Wisconsin, United States while working with Artisan Partners.

What companies has David S. Phillips, Cfa worked for?

David S. Phillips, Cfa has worked for Artisan Partners and Merrill Lynch.

Who are David S. Phillips, Cfa's colleagues at Artisan Partners?

David S. Phillips, Cfa's colleagues at Artisan Partners include Kelly Kaminski, Guntur Gundala, Casey Schiek, Mba, Ryan Fahrnow, and Shawn Bernet.

How can I contact David S. Phillips, Cfa?

You can use AeroLeads to view verified contact signals for David S. Phillips, Cfa at Artisan Partners, including work email, phone, and LinkedIn data when available.

What schools did David S. Phillips, Cfa attend?

David S. Phillips, Cfa holds Master Of Business Administration (Mba), Finance, General from Yale School Of Management.

What skills is David S. Phillips, Cfa known for?

David S. Phillips, Cfa is listed with skills including Bloomberg Terminal, Microsoft Office, Factset, Morningstar Direct, and Strategic Insight Simfund.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.