Founder & Portfolio Manager
CurrentPhil Tetley: Founder & Portfolio ManagerAfter working in the investment industry since 1993, and analyzing dozens of investment firms, Phil ultimately came to the conclusion that to give clients the experience they deserve, he would need to have more control over the firm's decision making process. Thus, he founded Tetley Investments, a Registered Investment Advisor firm, in 2012.Phil's previous experience includes over two decades of investment management at several institutions including Robert W. Baird and Northern Trust Bank. Phil is the four-time recipient of Northern Trust's, "Excellence in Investments," the company's highest award in the investment/securities division, and recipient of the exclusive, "President's Club" award for three years in a row. He also received the 5-Star Professional Award for Chicago Wealth Managers in 2015. Throughout his career Phil has specialized in developing financial partnerships with attorneys, CPAs, educators, medical professionals, Fortune 500 board of directors, CEOs, business owners, and professional athletes among others. Valued clients have trusted Phil's portfolio management with the successful positioning of well over $400 million in investable assets.http://www.tetleyinvestments.com/#!phil-tetley/cs7mIan Kos: Vice-President, Client Relationship & Operations ManagerAfter seven years of conducting molecular biology research at Loyola, Ian entered DePaul University’s MBA program in Finance. In 2010, he became a Teaching Assistant in DePaul’s Department of Finance at Kellstadt and Northwestern’s Kellogg School of Business. Ian's expertise includes valued client relationship management and operational tasks at Tetley Investments.