Craig Scott Phillips

Grundare på

Client 1st Advisory Group LLC

Finance

Consumer Services

Profil

Mr. Craig S.
Phillips is a President at Client 1st Advisory Group LLC.
He is also a founding partner of the firm he has over 30 years in the industry.
He has been managing custom investment solutions for since 1995, even serving on the Bank of New York/ Mellon Pershing Advisory Board during the 2008 Financial Crisis.
He received his undergraduate degree from Florida State University.

Aktiva positioner av Craig Scott Phillips

Företag	Position	Start
Client 1st Advisory Group LLC Client 1st Advisory Group LLC Investment ManagersFinance Client 1st seeks to help clients achieve their stated investment objectives by selecting a mix of investment products and asset managers that provide the highest returns at an acceptable level of risk within the client’s stated time frame.	Grundare	2013-03-01

Alla aktiva positioner av Craig Scott Phillips

Tidigare kända positioner av Craig Scott Phillips

Företag	Position	Slut
Bank of New York (New York Branch) Bank of New York (New York Branch) Investment ManagersFinance The Bank of New York provides a full range of banking services including asset management, asset servicing, wealth management, broker/dealer and advisory services, issuer services and treasury services. In managing investments, the firm employs a wide array of strategies, investing across all major sectors and asset classes through various distribution channels.	Företagsledare/Principal	-

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Kopplade företag

Privata företag	3
Florida State University Florida State University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Bank of New York (New York Branch) Bank of New York (New York Branch) Investment ManagersFinance The Bank of New York provides a full range of banking services including asset management, asset servicing, wealth management, broker/dealer and advisory services, issuer services and treasury services. In managing investments, the firm employs a wide array of strategies, investing across all major sectors and asset classes through various distribution channels.	Finance
Client 1st Advisory Group LLC Client 1st Advisory Group LLC Investment ManagersFinance Client 1st seeks to help clients achieve their stated investment objectives by selecting a mix of investment products and asset managers that provide the highest returns at an acceptable level of risk within the client’s stated time frame.	Finance