Phil W.

Phil W. Email and Phone Number

Managing Director, Head of Equities Client Portfolio Management @ Principal Asset Management
Denver, CO, US
Phil W.'s Location
Denver, Colorado, United States, United States
Phil W.'s Contact Details
About Phil W.

Accomplished Investment Professional leading client engagement and strategic growth initiatives across equity, fixed income, and multi-asset strategies.I am a results-driven investment professional with over two decades of experience supporting multimillion-dollar investment portfolios. With a proven track record in leading high performing teams, strategic planning, and asset growth, I excel in fostering client relationships and driving revenue through proactive solutions. My expertise lies in effectively communicating complex investment strategies, collaborating across diverse teams, and ensuring regulatory compliance to achieve optimal outcomes. I am passionate about leveraging my skills to deliver exceptional results and drive success in the dynamic world of investment management.

Phil W.'s Current Company Details
Principal Asset Management

Principal Asset Management

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Managing Director, Head of Equities Client Portfolio Management
Denver, CO, US
Phil W. Work Experience Details
  • Principal Asset Management
    Managing Director, Head Of Equities Client Portfolio Management
    Principal Asset Management
    Denver, Co, Us
    View
  • Janus Henderson Investors U.S.
    Global Head Of Equity Client Portfolio Management
    Janus Henderson Investors U.S. Aug 2018 - Mar 2024
    Denver, Colorado
    Responsible for overseeing the group of client portfolio managers supporting the Janus Henderson equity platform AUM of $230B as well as delivering equity-based market perspectives and investment strategy insight to clients and prospective clients.
    View
  • American Century Investments
    Vice President, National Accounts
    American Century Investments 2012 - Jul 2018
    Kansas City, Missouri Area
    Vice President, National Accounts, providing investment management, client relationship management and business development support to a key account client base.
    View
  • Munder Capital Management
    Director, Institutional Investment Services
    Munder Capital Management 1998 - 2012
    As Director, Institutional Investment Services, I managed client and consultant relationships across multiple channels developing growth and retention strategies for all of Munder Capital’s equity and fixed income strategies. I worked with insurance companies, bank platforms, healthcare organizations and Taft-Hartley plans advising on investment selection, asset allocation and product development.

Phil W. Skills

Investments Asset Allocation Mutual Funds Investment Strategies Series 7 Financial Services Equities Alternative Investments Asset Management Series 63 Finance Wealth Management Estate Planning Strategic Planning Securities Consultant Relations Portfolio Management Retirement Planning

Phil W. Education Details

Frequently Asked Questions about Phil W.

What company does Phil W. work for?

Phil W. works for Principal Asset Management

What is Phil W.'s role at the current company?

Phil W.'s current role is Managing Director, Head of Equities Client Portfolio Management.

What is Phil W.'s email address?

Phil W.'s email address is rp****@****ast.net

What schools did Phil W. attend?

Phil W. attended Michigan State University, Wayne State University.

What skills is Phil W. known for?

Phil W. has skills like Investments, Asset Allocation, Mutual Funds, Investment Strategies, Series 7, Financial Services, Equities, Alternative Investments, Asset Management, Series 63, Finance, Wealth Management.

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