CFA®, CIO — Advisor to Advisor Services Group
Phil has over 30 years of experience in the Investment Field. After earning a Bachelor of Science from Portland State University in economics, he began working for the First Interstate Bank of Oregon. He was promoted to Vice President and Manager of Trust Investments in Nevada. He obtained his CFA (Chartered Financial Analyst®) designation in 1990.
Later in his career, he became a Senior Portfolio Manager at Laughlin/Dwight Asset Management, followed by ten years as Senior Vice President. He was most recently Chief Investment Officer at Focus Point Solutions for the H Group.