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Phil is currently a Senior Advisor at Perella Weinberg Partners. He is also an Advisory Director at several emerging growth companies. He brings over 40 years of experience in sell side analysis, investments, investment banking, consulting and management. Phil has been at Perella Weinberg Partners in several senior capacities since 2006 on both the Asset Management and Advisory businesses. From 1997 through 2006 he was a senior investment professional at Morgan Stanley and John Levin (aka BKF Capital) personally managing over $9 billion, leading numerous investment teams, sitting on the risk management committee of a $400 billion asset management firm and sitting on the management committee of a publicly traded company . From 1995 to 1997 he ran the 200 person North American Morgan Stanley Equity Research Department and sat on the Equity Commitment Committee and founded and chaired the Stock Selection Committee. From 1983 through 1995, he was on the sell side covering Aerospace and Defense at Drexel Burnham Lambert, Paine Webber and Morgan Stanley including a number one ranking in both Aerospace and Defense Electronics. He started his career as a management consultant at Arthur Anderson Consulting in 1980. Specialties: Aerospace, defense and security; sell side analysis, buy side investments, manager, consultant
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CeoPwf Advisory Mar 2013 - Present
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Senior Advisor (Ex Partner)Perella Weinberg Partners Jul 2006 - PresentNew York, Ny, UsProvide Mergers and Acqusition advice to global Aerospace, Defense and Security companies. -
Senior Advisor (Ex Partner)Permanens Capital Sep 2013 - Jan 2021Provides asset allocation advice for endowment and family office clients.
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Cio, Senior Pm And Member Of Management CommitteeBkf Capital Management (Previously Known As John Levin &Co) 2002 - 2006Chief Investment Officer; Member of Management Committee; Trading desk and product specialists also reported to meManaged over $9 billion in long only value fund for institutional and retail clients - took over lead management of flagship fund in March 2003 from founder John LevinSupervised other fund PMs including small cap value, quantitative and several long short hedge funds which I had incubated.Originally joined the firm to establish my own hedge fund and build out the long short business. PWF Capital was up 3% from May 2002 to March 2003 while S&P 500 was down 21% and HFRI declined 7%.
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Managing DirectorMorgan Stanley Investment Management 1997 - 2002New York, Ny, UsPortfolio Manager and Head of New York Active Equity. Lead PM of flagship MSIM fund managing $6 billion GARP fund. Also had PMs and analysts of other funds reporting in to me - Small Cap Growth, Large Cap Value, Technology Fund and Health Care Fund.Trading desk and product specialists reported to me. Member of Risk Management Committee for all of Morgan Stanley Asset Management ($400 billion organization) -
Director Of North American Equity ResearchMorgan Stanley Investment Management 1995 - 1997New York, Ny, UsResearch Director - led 200 person North American equity research team. Team moved up from 6th to second in Institutional Investor poll under my leadership.Also member of Equity Committment Committee. Founded and chaired Stock Selection Committee. -
Managing DirectorMorgan Stanley Investment Management 1990 - 1995New York, Ny, UsSell Side analyst covering Aerospace and Defense Electronics. Highly ranked analyst including number one rankings in Institutional Investor and Greenwich polls during this period. -
Sell Side AnalystPaine Webber 1990 - 1990UsSell Side analyst covering Aerospace and Defense Electronics. -
Managing DirectorDrexel Burnham Lambert 1982 - 1990UsSell Side analyst covering Aerospace and Defense Electronics (1983-1990). Ranked analyst in Institutional Investor Magazine.Assistant to the Controller (1982-1983) -
Senior ConsultantArthur Anderson Consulting 1980 - 1982Systems consultant. Implemented NYSE order matching system and inventory management system for large NY transit authority.
Phil Friedman Skills
Phil Friedman Education Details
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Rutgers UniversityEconomics -
Northwestern University - Kellogg School Of ManagementFinance And Health And Hospital Administration
Frequently Asked Questions about Phil Friedman
What company does Phil Friedman work for?
Phil Friedman works for Perella Weinberg Partners
What is Phil Friedman's role at the current company?
Phil Friedman's current role is CEO at PWF Advisory.
What is Phil Friedman's email address?
Phil Friedman's email address is ph****@****cap.com
What is Phil Friedman's direct phone number?
Phil Friedman's direct phone number is (212) 287*****
What schools did Phil Friedman attend?
Phil Friedman attended Rutgers University, Northwestern University - Kellogg School Of Management.
What are some of Phil Friedman's interests?
Phil Friedman has interest in Biking, Family (Wife And Two Children), Tennis, Golf, Travel.
What skills is Phil Friedman known for?
Phil Friedman has skills like Hedge Funds, Equities, Equity Research, Investments, Asset Management, Investment Banking, Mergers And Acquisitions, Portfolio Management, Valuation, Capital Markets, Private Equity, Financial Modeling.
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