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Adam Phillips, CFA

Adam Phillips, CFA

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Followers of Adam Phillips, CFA1000 followers
location of Adam Phillips, CFAMiami-Fort Lauderdale Area

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  • Timeline

  • About me

    Managing Director, Loop Capital Asset Management

  • Education

    • Ramaz

      -

    • Emory University

      1998 - 2002
      BA Economics; Anthropology

      Activities and Societies: Omicron Delta Epsilon - International Economics Honor Society Lambda Alpha - National Anthropology honors society

  • Experience

    • Ivy Asset Management

      Jan 2004 - Mar 2007
      Associate

    • BlackRock

      Mar 2007 - Nov 2008
      Associate, Capital Markets Group

    • Spruce Private Investors

      Feb 2010 - Mar 2014
      Vice President, Portfolio Management

    • BMO Global Asset Management U.S.

      Mar 2014 - Feb 2022

      • Co-Head U.S. Fixed Income

        Aug 2020 - Feb 2022

      • Head of Client Portfolio Management, Fixed Income

        Mar 2020 - Feb 2022

      • Director - Client Portfolio Manager

        Mar 2014 - Aug 2020

    • Loop Capital Asset Management

      Jan 2022 - now
      Managing Director

  • Licenses & Certifications

    • Chartered Financial Analyst (CFA) Charterholder

      CFA Institute
      Oct 2018