Philip James Sanders
President chez IVY Funds
Profil
Mr. Philip J.
Sanders, CFA MBA, is a President at IVY Funds, a President at Ivy High Income Opportunities Fund, a President at Ivy Investment Management Co., a Chief Executive Officer & Director at Waddell & Reed Financial, Inc., a Member at CFA Institute, a Member at CFA Society of Kansas City, a President at InvestEd Portfolios, a President at Ivy NextShares and a President at Ivy Variable Insurance Portfolios.
He is on the Board of Directors at Waddell & Reed Financial, Inc. He served as Chief Investment Officer from February 2011 to June 2019.
He has over 30 years of experience in the asset management industry and joined the company in 1998 as a portfolio manager.
Across his career, he also has held positions as an analyst and as portfolio manager, focusing primarily on the large cap growth category, where for nearly 20 years he managed a range of retail mutual funds and institutional accounts.
Prior to joining the Ivy Investment Management Co., Mr. Sanders was affiliated with Banc of America Capital Management, the investment management division of Bank of America.
He received his BA in Economics from the University of Michigan and earned a MBA from the University of North Carolina at Charlotte.
Mr. Sanders is a CFA charter holder and is a member of the CFA Institute and the CFA Society Kansas City.
Postes actifs de Philip James Sanders
| Sociétés | Poste | Début |
|---|---|---|
CFA Institute
 CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Corporate Officer/Principal | - |
| CFA Society of Kansas City | Corporate Officer/Principal | - |
| IVY Funds | President | 01/01/2019 |
| Ivy Variable Insurance Portfolios | President | - |
Ivy NextShares
 Ivy NextShares Financial ConglomeratesFinance Ivy NextShares is non-diversified open-end management investment company that currently consists of three separate series. The company was founded on July 17, 2015 and is headquartered in Overland Park, KS. | President | 01/01/2019 |
| InvestEd Portfolios | President | - |
Anciens postes connus de Philip James Sanders
| Sociétés | Poste | Fin |
|---|---|---|
| WADDELL & REED FINANCIAL, INC. | Chief Executive Officer | 30/04/2021 |
Ivy Investment Management Co.
 Ivy Investment Management Co. Investment ManagersFinance Ivy Investment Management Co. (dba Ivy Investments) is a SEC-registered investment adviser and mutual fund manager headquartered in Overland Park, Kansas. The firm was founded in 1937 and is a wholly-owned, direct subsidiary of Waddell & Reed Financial, Inc. (NYSE: WDR). Ivy Investments acts as investment adviser for a variety of clients, including registered investment companies (distributed through affiliated and unaffiliated distribution channels), institutional and other private investors and provides sub-advisory services to unaffiliated US mutual funds. | President | 30/04/2021 |
| IVY FUNDS - DELAWARE IVY HIGH INCOME OPPORTUNITIES FUND | President | 30/04/2021 |
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Formation de Philip James Sanders
| University of Michigan | Undergraduate Degree |
| The University of North Carolina at Charlotte | 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
| Entreprise privées | 13 |
|---|---|
| IVY Funds | |
Waddell & Reed LLC
 Waddell & Reed LLC Investment ManagersFinance Waddell & Reed LLC operates as an asset management and financial planning company. It serves the financial needs of families, individuals and businesses. The company was founded by Chauncey Waddell and Cameron Reed in 1937 and is headquartered in Overland Park, KS. | Finance |
Waddell & Reed Financial, Inc.
 Waddell & Reed Financial, Inc. Investment Banks/BrokersFinance Waddell & Reed Financial, Inc. provides investment advisory, investment management, investment product underwriting, distribution and administrative services. It operates through distinct distribution business channels: Unaffiliated channel, Wealth Management channel and Institutional channel. The company was founded by Chauncey Waddell and Cameron Reed in 1937 and is headquartered in Overland Park, KS. | Finance |
Waddell & Reed Investment Management Co.
 Waddell & Reed Investment Management Co. Investment ManagersFinance Waddell & Reed Investment Management Co. (WRIMCO) is a registered investment advisor and mutual fund manager headquartered in Overland Park, Kansas. The firm is a subsidiary of Waddell & Reed, Inc., ultimately held by Waddell & Reed Financial, Inc. (NYSE: WDR). Founded in 1972, WRIMCO provides advisory services to a variety of clients, including defined benefit pension plans, non-proprietary US investment companies, non-US pooled vehicles, defined contribution plans, charitable foundations, and high net worth clients. | Finance |
| Ivy Variable Insurance Portfolios | Miscellaneous |
| InvestEd Portfolios | Miscellaneous |
Delaware Ivy High Income Opportunities Fund
 Delaware Ivy High Income Opportunities Fund Investment Trusts/Mutual FundsMiscellaneous Delaware Ivy High Income Opportunities Fund acts as Closed-End Investment Fund/Investment Trust. The funds investment objective is to seek to provide total return through a combination of a high level of current income and capital appreciation. It invests primarily in a portfolio of high-yield corporate bonds of varying maturities and other fixed income securities, including first- and second-lien loans. The company was founded on January 30, 2013 and is headquartered in Philadelphia, PA. | Miscellaneous |
| Ivy Var. Insurance Port. - Delaware VIP Growth Portfolio | Miscellaneous |
| Banc of America Capital Management LLC | Finance |
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Commercial Services |
| CFA Society of Kansas City | |
Ivy Investment Management Co.
Ivy Investment Management Co. Investment ManagersFinance Ivy Investment Management Co. (dba Ivy Investments) is a SEC-registered investment adviser and mutual fund manager headquartered in Overland Park, Kansas. The firm was founded in 1937 and is a wholly-owned, direct subsidiary of Waddell & Reed Financial, Inc. (NYSE: WDR). Ivy Investments acts as investment adviser for a variety of clients, including registered investment companies (distributed through affiliated and unaffiliated distribution channels), institutional and other private investors and provides sub-advisory services to unaffiliated US mutual funds. | Finance |
Ivy NextShares
Ivy NextShares Financial ConglomeratesFinance Ivy NextShares is non-diversified open-end management investment company that currently consists of three separate series. The company was founded on July 17, 2015 and is headquartered in Overland Park, KS. | Finance |
