Daniel Phillips
Market Strategy | Portfolio Strategy | Portfolio Management
- Role
- Chief Investment Officer at BMO U.S.
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Daniel Phillips
I am a 20-year veteran of the wealth management and asset management industry, focused on…
Experience
Chief Investment Officer
Jun 2025 — Present · Chicago, IL, US
Education
The University of Chicago Booth School of Business
Master of Business Administration (MBA)
2010 — 2014
University of Iowa
Bachelor of Business Administration (BBA)
2001 — 2005
Skills
- Financial Modeling
- Financial Analysis
- Investment Management
- Asset Allocation
- Investment Strategies
- Chartered Financial Analyst
- Equities
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