Deep Enrich
Phil Bulhon
Tax Associate
793 followers
Dallas, Texas, United States
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About me
Family Office Chief Investment Officer
Education
Georgetown University
2002 - 2006BS Finance, AccountingActivities and Societies: Georgetown Collegiate Investors, Georgetown University Accounting Society
Experience
PricewaterhouseCoopers
Aug 2006 - Aug 2007Tax AssociateCertified Public Accountant
American Capital
Aug 2007 - Jun 2010AnalystPublicly traded private equity firm and global asset manager with $50+ billion under management
Milestone Advisors
Jun 2010 - Dec 2012AssociateInvestment banking associate focused on the specialty finance (commercial & consumer), mortgage, bank and thrift, and financial technology industries
Houlihan Lokey
Jan 2013 - Jan 2014Associate - Financial Institutions GroupLone Star Funds / Hudson Advisors
Feb 2014 - Jan 2021DirectorMulti-billion dollar private equity fund focused on special situations, distressed, and value-oriented investment opportunities
Cascade Acquisition Corp
Jan 2021 - Jul 2021Investment ProfessionalSpecial Purpose Acquisition Corp. focused on financial services, financial technology, and adjacent industries (NYSE: CAS.U)
Concora Credit
Jul 2021 - May 2024Senior Vice President - FinanceMarket-leading specialty finance platform providing essential financing solutions to underserved consumers
Silver Lotus Capital
Jun 2024 - nowChief Investment Officer | Chief Strategy OfficerDallas-based family office private equity and credit investor
Licenses & Certifications
Certified Public Accountant
- View certificate
Value Investing
Columbia Business School Executive EducationJun 2025
Series 63 (Inactive)
FINRASeries 79 (Inactive)
FINRA- View certificate
Senior Executive Program: Chief Financial Officer
Columbia Business School Executive EducationJul 2025 - View certificate
Real Estate Investing Strategies
Columbia Business School Executive EducationMay 2025 - View certificate
Negotiation Strategies
Columbia Business School Executive EducationApr 2025
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