Chief Operating Officer, Partner
Current
Nov 2021 - Present
AeroLeads people directory · profile
Drew Phillips, Cfa® Email & Phone Number
Chief Operating Officer & Partner at Fortitude Family Office
at
Fortitude Family Office
1 work email found
@fortitudefo.com
2 phones found area 602
LinkedIn matched
4 data sources
Profile completeness 100%
Current company
Role
Chief Operating Officer & Partner at Fortitude Family Office
Location
Phoenix, Arizona, United States
Who is Drew Phillips, Cfa®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Drew Phillips, Cfa® is listed as Chief Operating Officer & Partner at Fortitude Family Office at Fortitude Family Office, based in Phoenix, Arizona, United States. AeroLeads shows a work email signal at fortitudefo.com, phone signal with area code 602, and a matched LinkedIn profile for Drew Phillips, Cfa®.
Drew Phillips, Cfa® previously worked as Chief Operating Officer, Partner at Fortitude Family Office and Director Of Operations at Tarbox Family Office, Inc.. Drew Phillips, Cfa® holds Bs, Finance from Arizona State University.
Company email context
Email format at Fortitude Family Office
This section adds company-level context without repeating Drew Phillips, Cfa®'s masked contact details.
{first}@fortitudefo.com
86% confidence
AeroLeads found 1 current-domain work email signal for Drew Phillips, Cfa®. Compare company email patterns before reaching out.
Profile bio
About Drew Phillips, Cfa®
Fortitude Family Office is a privately owned, multi-family office that serves individuals, business owners, institutions, and families navigating the complexity of wealth. Our team’s depth and diversity of experience are uniquely positioned to solve the problems our clients face and help simplify their lives. We deliver a wide range of wealth management services with holistic, independent advice to help focus, guide, and empower clients. We give clients back more of what they truly want: time, purpose, and peace of mind.
Listed skills include Portfolio Management, Investments, Wealth Management, Financial Services, and 11 others.
Current workplace
Drew Phillips, Cfa®'s current company
Company context helps verify the profile and gives searchers a useful next step.
6 roles
Drew Phillips, Cfa® work experience
A career timeline built from the work history available for this profile.
Director Of Operations
Feb 2020 - Oct 2021
Investment Analyst
Mra Associates
Feb 2014 - Feb 2020
Portfolio Manager
May 2008 - Feb 2014
Site Operations Manager
Inpulse Response Group
Dec 2003 - Oct 2007
Account Manager
Discover Financial Services
Mar 2001 - Oct 2003
2 education records
Drew Phillips, Cfa® education
Bs, Finance
Arizona State University
Master'S Of Business Administration, Finance
Grand Canyon University
FAQ
Frequently asked questions about Drew Phillips, Cfa®
Quick answers generated from the profile data available on this page.
What company does Drew Phillips, Cfa® work for?
Drew Phillips, Cfa® works for Fortitude Family Office.
What is Drew Phillips, Cfa®'s role at Fortitude Family Office?
Drew Phillips, Cfa® is listed as Chief Operating Officer & Partner at Fortitude Family Office at Fortitude Family Office.
What is Drew Phillips, Cfa®'s email address?
AeroLeads has found 1 work email signal at @fortitudefo.com for Drew Phillips, Cfa® at Fortitude Family Office.
What is Drew Phillips, Cfa®'s phone number?
AeroLeads has found 2 phone signal(s) with area code 602 for Drew Phillips, Cfa® at Fortitude Family Office.
Where is Drew Phillips, Cfa® based?
Drew Phillips, Cfa® is based in Phoenix, Arizona, United States while working with Fortitude Family Office.
What companies has Drew Phillips, Cfa® worked for?
Drew Phillips, Cfa® has worked for Fortitude Family Office, Tarbox Family Office, Inc., Mra Associates, Keatsconnelly, and Inpulse Response Group.
How can I contact Drew Phillips, Cfa®?
You can use AeroLeads to view verified contact signals for Drew Phillips, Cfa® at Fortitude Family Office, including work email, phone, and LinkedIn data when available.
What schools did Drew Phillips, Cfa® attend?
Drew Phillips, Cfa® holds Bs, Finance from Arizona State University.
What skills is Drew Phillips, Cfa® known for?
Drew Phillips, Cfa® is listed with skills including Portfolio Management, Investments, Wealth Management, Financial Services, Management, Trading, Process Improvement, and Strategic Planning.
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