Daniel Phillips
Chief Investment Officer @Eversource Wealth Advisors
Birmingham, AL, US
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WORK HISTORY
May 2024 — Present
Chief Investment Officer @Eversource Wealth Advisors
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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
2008 — 2012
University of Alabama at Birmingham
Bachelor’s Degree, Economics & Financial Analysis
ABOUT DANIEL PHILLIPS
CIO at EverSource Wealth Advisors
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