Principal; Senior Investment Consultant
Major International Actuarial And Investment Consulting Firm
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Philip C. Daubney, Cfa, Cfp® Email & Phone Number
Principal; Senior Investment Consultant
at
Major International Actuarial and Investment Consulting Firm
2 work emails found
@vanguard.com
LinkedIn matched
4 data sources
Profile completeness 86%
Current company
Role
Principal; Senior Investment Consultant
Location
Exton, Pennsylvania, United States
Who is Philip C. Daubney, Cfa, Cfp®? Overview
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Quick answer
Philip C. Daubney, Cfa, Cfp® is listed as Principal; Senior Investment Consultant at Major International Actuarial and Investment Consulting Firm, based in Exton, Pennsylvania, United States. AeroLeads shows a work email signal at vanguard.com and a matched LinkedIn profile for Philip C. Daubney, Cfa, Cfp®.
Philip C. Daubney, Cfa, Cfp® previously worked as Senior Investment Consultant / Relationship Executive at The Vanguard Group and Manager at The Vanguard Group. Philip C. Daubney, Cfa, Cfp® holds Mba, Finance / Investments from Questrom School Of Business, Boston University.
Company email context
Email format at Major International Actuarial and Investment Consulting Firm
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*@vanguard.com
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AeroLeads found 2 current-domain work email signals for Philip C. Daubney, Cfa, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Philip C. Daubney, Cfa, Cfp®
I believe that investing can be like hard physical work, with periods of pain, frustration, and doubt that are endured through discipline and commitment That is what results in investing success and leads to a sense of achievement. Investing, especially in equity markets, is supposed to be volatile and unpredictable. If it were not, there would be no reward. There is no way to avoid risk and still reap the rewards of investing. That’s why there is an Equity Risk Premium. We know from experience that the stock market is in correction or bear market territory 30% of the time, yet each time that happens it seems shocking and surprising (and in the moment, permanent). Specialties: Discussing how capital markets work, understanding how investors think, and assessing how portfolios should be constructed given specific return and risk objectives. My current focus is on defined benefit pension plan management and Liability Driven Investing, managing non-pension corporate assets, hospital investment asset portfolios, and foundations and endowment portfolios.
Current workplace
Philip C. Daubney, Cfa, Cfp®'s current company
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Major International Actuarial And Investment Consulting Firm
AeroLeads page
6 roles · 45 years
Philip C. Daubney, Cfa, Cfp® work experience
A career timeline built from the work history available for this profile.
Senior Investment Consultant / Relationship Executive
- Providing investment solutions, portfolio management, and CIO oversight for Institutional Clients:
- Hospitals, Corporate Defined Benefit Plans, Endowments, Foundations, Non-Profits.
- Specializing in Liability-Driven Investing, Dynamic Asset Allocation, and portfolio construction based on both sound theory and empirical evidence
- Investment policy consulting, asset allocation, portfolio construction and portfolio management
Manager
- FINRA Supervisory Principal responsible for a staff of portfolio managers serving high net worth and ultra-high net worth individual investors:
- Hired and led a staff of portfolio managers serving HNW clients
- Nurtured systematic client engagement practices
- Trained portfolio managers to communicate investment ideas simply and effectively
- Coached portfolio managers to care about their clients and to let them know they care
Jun 1997 - Mar 2004
Financial Advisor And Branch Manager
Provided financial planning solutions to high-net worth clients; operated an independent branch office; trained, assisted and managed financial planners, developed client engagement processes.
1993 - 1997
~4 yrs
Founder And Owner
Daubney Associates
Specialized in energy-efficient and healthy living environment design, development, and construction.
1987 - 1993
~6 yrs
Senior Management Consultant
Technology Consulting Group / Tcg International
Provided strategy, and business planning, and industry analysis for technology-based manufacturing companies in the specialty chemicals, electronic materials, factory automation, and other industries.
1981 - 1993
~12 yrs
2 education records
Philip C. Daubney, Cfa, Cfp® education
Mba, Finance / Investments
B.S., Management
FAQ
Frequently asked questions about Philip C. Daubney, Cfa, Cfp®
Quick answers generated from the profile data available on this page.
What company does Philip C. Daubney, Cfa, Cfp® work for?
Philip C. Daubney, Cfa, Cfp® works for Major International Actuarial and Investment Consulting Firm.
What is Philip C. Daubney, Cfa, Cfp®'s role at Major International Actuarial and Investment Consulting Firm?
Philip C. Daubney, Cfa, Cfp® is listed as Principal; Senior Investment Consultant at Major International Actuarial and Investment Consulting Firm.
What is Philip C. Daubney, Cfa, Cfp®'s email address?
AeroLeads has found 2 work email signals at @vanguard.com for Philip C. Daubney, Cfa, Cfp® at Major International Actuarial and Investment Consulting Firm.
Where is Philip C. Daubney, Cfa, Cfp® based?
Philip C. Daubney, Cfa, Cfp® is based in Exton, Pennsylvania, United States while working with Major International Actuarial and Investment Consulting Firm.
What companies has Philip C. Daubney, Cfa, Cfp® worked for?
Philip C. Daubney, Cfa, Cfp® has worked for Major International Actuarial And Investment Consulting Firm, The Vanguard Group, American Express Financial Advisors, Daubney Associates, and Technology Consulting Group / Tcg International.
How can I contact Philip C. Daubney, Cfa, Cfp®?
You can use AeroLeads to view verified contact signals for Philip C. Daubney, Cfa, Cfp® at Major International Actuarial and Investment Consulting Firm, including work email, phone, and LinkedIn data when available.
What schools did Philip C. Daubney, Cfa, Cfp® attend?
Philip C. Daubney, Cfa, Cfp® holds Mba, Finance / Investments from Questrom School Of Business, Boston University.
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