Doug Phillips

About Doug Phillips

Chief Investment Officer | Strategic Advisor to Affluent Individuals, Families, Foundations & Endowments | Continuing to Engage Deeply in Markets, Strategy and Investment I’m a seasoned investment professional who has spent my career helping individuals, families, foundations, and endowments grow and preserve wealth through thoughtful, disciplined investment strategies. I bring a blend of analytical rigor, strategic perspective, and clear communication to every relationship.Over the years, I’ve worked across a wide range of asset classes and market environments, leading investment teams and overseeing the full investment process, from macroeconomic analysis and asset allocation to manager selection and risk oversight. I’m committed to clarity, stewardship, and aligning portfolios with each client’s long‑term goals.What continues to motivate me is the intellectual challenge of investing and the opportunity to contribute to sound decision‑making. I value teamwork, lifelong learning, and the chance to share perspective with others who care deeply about markets and long‑term strategy.Core Strengths:• Leading investment teams & driving the investment process• Analyzing macroeconomic trends & setting strategy• Portfolio construction, asset allocation & risk management• Selecting investment managers, vehicles & securities• Building strong client relationships rooted in trust• Understanding complex financial situations & objectives• Designing customized, goal‑based investment plans• Explaining strategies & portfolio positioning clearly and effectivelyI remain deeply engaged in markets and investment thinking and enjoy connecting with others who share an interest in long‑term investing and thoughtful capital allocation.

Experience

1. Chief Investment Officer Emeritus

   Ledyard Wealth Management

   Apr 2026 — Present · Hanover, NH, US

   As Chief Investment Officer Emeritus, Doug continues to serve on the Investment Strategy Team, supporting a smooth leadership transition while remaining actively engaged with clients as he moves toward retirement. He brings more than 40 years of experience in the investment management industry, including seven years at Ledyard as Chief Investment Officer. In that role, Doug led the investment team and oversaw Ledyard’s investment process, research activities, and portfolio strategy development, while working with clients to help them meet their financial goals.

Education

• St. Lawrence University

  BA, Economics

  1982 — 1986

Skills

• Securities
• Investment Management
• Fixed Income
• Financial Markets
• High Net Worth Individuals
• Investments
• Manager Selection
• Equities
• Investment Strategies
• Alternative Investments
• Asset Allocation
• Mutual Funds
• Risk Management
• Investment Advisory
• Portfolio Management
• Wealth Management
• Asset Management