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Adam Phillips
Membre du Comité d'Investissement chez
EP Wealth Advisors LLC
Profil
Adam Neal Phillips is currently the Managing Director of Investments at EP Wealth Advisors LLC since 2024.
Formerly, Mr. Phillips was a Senior Portfolio Manager at RBC Rochdale LLC.
Education includes an undergraduate degree from the University of Southern California and an MBA from the University of California, Los Angeles.
Postes actifs de Adam Phillips
| Sociétés | Poste | Début |
|---|---|---|
EP Wealth Advisors LLC
 EP Wealth Advisors LLC Investment ManagersFinance EPWA is an active manager who believes that the most effective way to maximize returns while managing risk is through strategic portfolio diversification. The firm does not have any biases when it comes to portfolio asset allocation: they may select individual stocks, mutual funds, ETFs, individual bonds, REITs, commodities, or liquid alternatives, depending on what’s best for the client’s portfolio. This investment strategy allows them to create individualized, goal-oriented portfolios. | Membre du Comité d'Investissement | 01/04/2014 |
Anciens postes connus de Adam Phillips
| Sociétés | Poste | Fin |
|---|---|---|
City National Rochdale LLC
 City National Rochdale LLC Investment ManagersFinance CNR employs a long-term approach to investing and utilizes a variety of methods and strategies to make investment decisions and recommendations. These methods generally entail an evaluation of investment opportunities using fundamental, technical, and quantitative and qualitative analyses to determine the intrinsic value of securities and other types of instruments. | Membre du Comité d'Investissement | - |
Formation de Adam Phillips
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
8
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
University of Southern California
 University of Southern California Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of California, Los Angeles
 University of California, Los Angeles Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
EP Wealth Advisors LLC
EP Wealth Advisors LLC Investment ManagersFinance EPWA is an active manager who believes that the most effective way to maximize returns while managing risk is through strategic portfolio diversification. The firm does not have any biases when it comes to portfolio asset allocation: they may select individual stocks, mutual funds, ETFs, individual bonds, REITs, commodities, or liquid alternatives, depending on what’s best for the client’s portfolio. This investment strategy allows them to create individualized, goal-oriented portfolios. | Finance |
City National Rochdale LLC
City National Rochdale LLC Investment ManagersFinance CNR employs a long-term approach to investing and utilizes a variety of methods and strategies to make investment decisions and recommendations. These methods generally entail an evaluation of investment opportunities using fundamental, technical, and quantitative and qualitative analyses to determine the intrinsic value of securities and other types of instruments. | Finance |
