Daniel Phillips
CIO at EverSource Wealth Advisors
- Role
- Chief Investment Officer at Eversource Wealth Advisors
- Location
- Birmingham, AL, US
- LinkedIn followers
- 500 followers
Experience
Chief Investment Officer
May 2024 — Present · Birmingham, AL, US
CIO for RIA platform serving independent wealth advisors.Chair EverSource Investment Committee and lead Investment Team.Oversee diligence and manager selection for public markets and private markets.Portfolio Manager for EverSource\'s model portfolios.Lead platform development, investment operations, and advisor and RIA consulting for investments function.
Education
University of Alabama at Birmingham
Bachelor’s Degree, Economics & Financial Analysis
2008 — 2012
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