David Phillips

Director of Operations


David has been with the firm for over 30 years and has over 45 years of experience in investment operations. He is a graduate of Avila College with a B.A. in Accounting and a minor in Economics. His responsibilities with the firm include maintaining the client portfolio accounting system, performance measurement, account reconciliation, class action and proxy matters, client reporting and client presentations.

David’s outside interests include following local and national athletics teams.