Michael W. Phillips
Corporate Officer/Principal chez Casualty Actuarial Society
Profil
Michael Phillips is the founder of Investors' Actuarial Services LLC, which was founded in 2010.
He was the President of the company from 2012 to 2016.
Currently, he is a Managing Director & Insurance Analyst at Oppenheimer & Co., Inc. (Broker) since 2023 and an Associate at Casualty Actuarial Society.
He has previously worked as an Independent Director at United Fire Group, Inc. from 2012 to 2015, Equity Analyst at Morgan Stanley & Co. LLC from 2016 to 2023, and Vice President at Stifel, Nicolaus & Co., Inc. in 2009 and 2010.
Mr. Phillips has an undergraduate degree from Bucknell University and an MBA from Kenan-Flagler Business School, which he received in 2002.
Postes actifs de Michael W. Phillips
| Sociétés | Poste | Début |
|---|---|---|
Casualty Actuarial Society
 Casualty Actuarial Society Miscellaneous Commercial ServicesCommercial Services The Casualty Actuarial Society operates as an association for professional education. The non-profit company is based in Arlington, VA. | Corporate Officer/Principal | - |
Oppenheimer & Co., Inc. (Broker)
 Oppenheimer & Co., Inc. (Broker) Investment Banks/BrokersFinance Oppenheimer & Co., Inc. (Broker) (Oppenheimer-Broker) is the global full-service brokerage division of Oppenheimer & Co., Inc., an investment boutique headquartered in New York City with additional offices nationwide. Founded in 1975, the firm is owned directly by Viner Finance Inc., an indirect subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY). Oppenheimer-Broker offers a full array of brokerage services to retail, institutional, and corporate clients. | Analyst-Equity | 01/06/2023 |
Anciens postes connus de Michael W. Phillips
| Sociétés | Poste | Fin |
|---|---|---|
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Analyst-Equity | 01/03/2023 |
Investors' Actuarial Services LLC
 Investors' Actuarial Services LLC Miscellaneous Commercial ServicesCommercial Services Investors' Actuarial Services LLC provides actuarial consulting services to institutional investors. The private company is based in Timonium, MD. The company was founded by Michael Phillips. | Fondateur | 01/04/2016 |
| UNITED FIRE GROUP, INC. | Directeur/Membre du Conseil | 31/12/2015 |
Stifel, Nicolaus & Co., Inc.
 Stifel, Nicolaus & Co., Inc. Investment Banks/BrokersFinance Stifel, Nicolaus & Co., Inc. (Stifel) is a dual-registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. Founded in 1890, the firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a financial service holding company. Stifel provides full-service brokerage and investment advisory services to individuals and their families, institutions and businesses, and financial advisors. | Analyst-Equity | 02/01/2010 |
Formation de Michael W. Phillips
| Bucknell University | Undergraduate Degree |
| Kenan-Flagler Business School | Masters Business Admin |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Sociétés cotées | 1 |
|---|---|
| UNITED FIRE GROUP, INC. | Finance |
| Entreprise privées | 5 |
|---|---|
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Finance |
Stifel, Nicolaus & Co., Inc.
Stifel, Nicolaus & Co., Inc. Investment Banks/BrokersFinance Stifel, Nicolaus & Co., Inc. (Stifel) is a dual-registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. Founded in 1890, the firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a financial service holding company. Stifel provides full-service brokerage and investment advisory services to individuals and their families, institutions and businesses, and financial advisors. | Finance |
Oppenheimer & Co., Inc. (Broker)
Oppenheimer & Co., Inc. (Broker) Investment Banks/BrokersFinance Oppenheimer & Co., Inc. (Broker) (Oppenheimer-Broker) is the global full-service brokerage division of Oppenheimer & Co., Inc., an investment boutique headquartered in New York City with additional offices nationwide. Founded in 1975, the firm is owned directly by Viner Finance Inc., an indirect subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY). Oppenheimer-Broker offers a full array of brokerage services to retail, institutional, and corporate clients. | Finance |
Casualty Actuarial Society
Casualty Actuarial Society Miscellaneous Commercial ServicesCommercial Services The Casualty Actuarial Society operates as an association for professional education. The non-profit company is based in Arlington, VA. | Commercial Services |
Investors' Actuarial Services LLC
Investors' Actuarial Services LLC Miscellaneous Commercial ServicesCommercial Services Investors' Actuarial Services LLC provides actuarial consulting services to institutional investors. The private company is based in Timonium, MD. The company was founded by Michael Phillips. | Commercial Services |