About our Speaker
Phil has over 10 years of investment experience serving in client acquisition, client servicing and investment analyst roles. He has extensive experience helping nonprofit clients with their asset allocation, investment policy statement, accounting, and spending policy. Phil's entrepreneurial experience started at an early age since his family-owned and operated one of the most successful restaurant businesses in Michigan. At Madison Investments, he was a key driver in the creation and success of the Customized Investment Solutions group since its inception in 2014.
Phil is also actively involved in the nonprofit community in Madison: he is a board member of Family Service Madison and a member of the Association of Fundraising Professionals (AFP). He graduated from Concordia University Wisconsin with a B.S. in Actuarial Science and a B.S. in Finance. Phil has earned the CIPM designation from the CFA Institute and is FINRA registered.