Jeff Phillips
Directeur en chef des Investissements chez Rehmann Capital Advisory Group LLC
Profil
Mr. Jeffrey J.
Phillips is a Principal at Rehmann Capital Advisory Group LLC.
He develops creative strategies that help clients work toward meeting their financial goals, integrating asset management and retirement plan services with overall business and financial plans.
He works with a cross-functional Rehmann team to proactively guide each client, considering tax law and efficiencies, estate planning, and accounting needs along the way.
As chief investment officer of Rehmann’s wealth management division, he provides direction to the firm’s financial service divisions, manages firm-wide investment research efforts and assists advisors and clients with portfolio construction and management.
He also serves as Rehmann’s Florida regional managing principal, shaping the strategy to bolster the firm’s presence within the Florida market.
He has over 20 years of financial and tax planning experience.
Mr. Phillips was previously employed as an Associate Account Manager by The Ayco Co. LP.
He received his undergraduate degree from Oakland University (Michigan) and a graduate degree from Walsh College.
He is a Certified Public Accountant and holds his Chartered Financial Analyst designation.
He is licensed to sell life insurance.
Postes actifs de Jeff Phillips
| Sociétés | Poste | Début |
|---|---|---|
Rehmann Capital Advisory Group LLC
 Rehmann Capital Advisory Group LLC Investment ManagersFinance Rehmann Capital Advisory Group LLC, do-business-as Rehmann Financial, is a SEC-registered investment advisor headquartered in Lansing, Michigan. The firm was founded in 2001 and is a subsidiary of Rehmann Financial Group LLC, which is owned by Rehmann LLC. Rehmann Financial provides financial planning and investment advisory services to individual clients, as well as trusts, endowments, qualified retirement plan sponsors, and business entities. | Directeur en chef des Investissements | 01/01/2005 |
Anciens postes connus de Jeff Phillips
| Sociétés | Poste | Fin |
|---|---|---|
The Ayco Co. LP
 The Ayco Co. LP Investment ManagersFinance The Ayco Co. LP is a SEC-registered investment advisor headquartered in Cohoes, New York. The firm was founded in 1971 by William Aydelotte and James Conway. They are a subsidiary of GS Ayco Holding LLC, which is owned by Goldman Sachs Group, Inc. (NYSE: GS), a publicly traded bank and financial holding company. Ayco provides investment management services clients to individuals, who may invest their assets with them directly, as individuals, or through private investment vehicles, such as privately held corporations, partnerships, limited liability companies, profit sharing plans, and trusts and estates. The firm also provides investment management services to institutional clients and charitable organizations, such as the Ayco Charitable Foundation, a public charity. | Corporate Officer/Principal | - |
Formation de Jeff Phillips
| Oakland University (Michigan) | Undergraduate Degree |
| Walsh College | Graduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
The Ayco Co. LP
The Ayco Co. LP Investment ManagersFinance The Ayco Co. LP is a SEC-registered investment advisor headquartered in Cohoes, New York. The firm was founded in 1971 by William Aydelotte and James Conway. They are a subsidiary of GS Ayco Holding LLC, which is owned by Goldman Sachs Group, Inc. (NYSE: GS), a publicly traded bank and financial holding company. Ayco provides investment management services clients to individuals, who may invest their assets with them directly, as individuals, or through private investment vehicles, such as privately held corporations, partnerships, limited liability companies, profit sharing plans, and trusts and estates. The firm also provides investment management services to institutional clients and charitable organizations, such as the Ayco Charitable Foundation, a public charity. | Finance |
Rehmann Capital Advisory Group LLC
Rehmann Capital Advisory Group LLC Investment ManagersFinance Rehmann Capital Advisory Group LLC, do-business-as Rehmann Financial, is a SEC-registered investment advisor headquartered in Lansing, Michigan. The firm was founded in 2001 and is a subsidiary of Rehmann Financial Group LLC, which is owned by Rehmann LLC. Rehmann Financial provides financial planning and investment advisory services to individual clients, as well as trusts, endowments, qualified retirement plan sponsors, and business entities. | Finance |