Phil is a Senior Manager in EY’s Wealth & Asset Management Advisory practice. He has over 10 years of experience assisting leading global wealth and asset management firms in business and technology transformations that target growth, reduce costs and improve process efficiencies. He has worked closely with firms to identify new markets for growth, enhance experiences for clients and advisors and improve a variety of internal processes and functions.
Phil has an MBA from Columbia University and a B.S. in Finance from New York University.
How Phil is building a better working world
Phil is helping wealth management firms improve how they deliver financial advice to meet changing client expectations and needs. He is leading a series of research and innovation initiatives to challenge the definition of financial advice and identify new ways to provide services that better promote financial well-being and independence.