Phil recruits corporate sponsors for the InvestEd conference. He is a founder and current chair of the Southeast Florida Chapter Board of Advisors. The Investment Education Institute honored him with the Distinguished Service Award. He received his Chartered Financial Analyst® designation in 1991 and has been a professional portfolio manager for the past 33 years. Phil is a past president of the CFA Society of South Florida and is a past president of the Financial Analysts of South Florida. He is a graduate of the University of Miami AB Magna Cum Laude and was a NASA Fellow at Purdue University.

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