Senior Portfolio Manager
Phillip graduated from California State University, Fullerton with a degree in Finance and has previously held different positions at Warren Street Wealth Advisors. He now returns as both a Senior Portfolio Manager and a Chartered Financial Analyst (CFA) where his focus lies in portfolio management, trading & rebalancing, and capital markets.
Prior to his return, Phillip worked in Capital Group's performance function where he reported to various committees and provided in-depth performance research to portfolio managers and strategists. During his tenure at Capital Group, Phillip sharpened his skills in investment returns analysis and data visualization. He hopes to leverage his experience to better serve Warren Street's clients through improved education and a more optimized portfolio management approach.
Outside of his professional pursuits, you can find Phillip lunging on the badminton court, sharing culinary adventures with his grandma, or navigating the virtual realms of a video game.
