Philip Bickel, Cfa work email
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Philip Bickel, Cfa personal email
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Experienced Portfolio Manager with a demonstrated history helping HNW, corporate , and nonprofit clients achieve their investment goals.
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Vice PresidentFiera Capital Jul 2020 - PresentNew York, New York, United States -
Vice President - Portfolio ManagerWilmington Trust Jan 2019 - Jul 2020New York, New York, United StatesManage multi-asset class portfolios for institutional clients, including endowments and foundations, pension plans, and corporationsAssist clients in developing investment policy statements, setting risk objectives and sustainable spending policies -
Investment Planning AdvisorWilmington Trust Jan 2017 - Jan 2019New York, New York, United StatesDeveloped customized investment plans for complex HNW clients based on their unique objectives, risk tolerance, and liquidity needsDesigned portfolios around concentrated and low basis holdings, including closely held businesses -
Sr. Investment AssociateWilmington Trust Oct 2015 - Jan 2017Washington, District Of Columbia, United States -
Financial Analyst IiT. Rowe Price Jan 2014 - Sep 2015 -
Financial AnalystT. Rowe Price Aug 2011 - Jan 2014
Philip Bickel, Cfa Skills
Philip Bickel, Cfa Education Details
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Finance
Frequently Asked Questions about Philip Bickel, Cfa
What company does Philip Bickel, Cfa work for?
Philip Bickel, Cfa works for Fiera Capital
What is Philip Bickel, Cfa's role at the current company?
Philip Bickel, Cfa's current role is Investment Counselor - Fiera Capital.
What is Philip Bickel, Cfa's email address?
Philip Bickel, Cfa's email address is pb****@****ust.com
What schools did Philip Bickel, Cfa attend?
Philip Bickel, Cfa attended Wake Forest University.
What skills is Philip Bickel, Cfa known for?
Philip Bickel, Cfa has skills like Portfolio Management, Investment Management, Investment Portfolios, Financial Analysis, Asset Management.
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