Phil has spent his entire 45-year career in in the financial services industry. Since 2012, he served as a Managing Director for Phoenix Capital Partners, a real estate private equity firm with over $2 billion under management.
In 2004, he co-founded Epoch Investment Partners, which grew from $600 million in Assets Under Management to $25 billion when he retired in June of 2012. Fortune magazine named Epoch the 88th Fastest Growing Company in the world in their 2011 report. Epoch was sold in March 2013 to TD Bank for $670 million. Phil led the Investor Relations effort from the very beginning and was instrumental in the firm’s rapid growth. Prior, he was a 17-year veteran of Sanford C. Bernstein & Co., now part of AllianceBernstein. His responsibilities included that of National Managing Director of Bernstein’s private client business.
Previously, he was Managing Director of Bernstein’s Institutional Asset Management business and initiated and managed Bernstein’s sub-advisory business.
Phil holds a BS in Administrative Sciences from Yale University