David S. Phillips, CFA

Experience

• 

  Merrill Lynch

  Aug 2005 - Apr 2008

  Financial Advisor

  • Performed asset allocation, manager due diligence and selection, and security analysis for private banking team. • Provided investment advisory solutions to families and individuals to help them preserve, grow, and distribute their financial wealth.

• 

  Artisan Partners

  Apr 2008 - now

  Investment Content Lead, Investment Communications• Write monthly, quarterly and annual portfolio manager commentaries for investment teams reviewing the period's market environment, portfolio results, portfolio activity and positioning, and investment outlook. • Research portfolio company fundamentals and operating results and analyze equity market performance trends to effectively communicate both internally and externally the investment thesis and stock performance drivers for portfolio holdings.• Author whitepapers, including thought leadership on investment concepts and topical perspective on specific investment opportunities identified by the investment teams.• Assist with response generation to RFP/RFI/DDQs as a portfolio subject matter expert.• Competitive analysis of asset managers in the peer group. Show less

  • Investment Specialist

    Apr 2008 - now

  • Investment Content Lead

    Apr 2008 - Sept 2023