Craig Scott Phillips
Oprichter bij Client 1st Advisory Group LLC
Profiel
Mr. Craig S.
Phillips is a President at Client 1st Advisory Group LLC.
He is also a founding partner of the firm he has over 30 years in the industry.
He has been managing custom investment solutions for since 1995, even serving on the Bank of New York/ Mellon Pershing Advisory Board during the 2008 Financial Crisis.
He received his undergraduate degree from Florida State University.
Actieve functies van Craig Scott Phillips
| Bedrijven | Functie | Begin |
|---|---|---|
Client 1st Advisory Group LLC
 Client 1st Advisory Group LLC Investment ManagersFinance Client 1st Advisory Group LLC (Client 1st) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Clearwater, Florida. The firm was founded by Michelle Mabry and Craig Phillips in 2013. Client 1st offers personalized investment advisory services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations and corporations. | Oprichter | 01-03-2013 |
Eerdere bekende functies van Craig Scott Phillips
| Bedrijven | Functie | Einde |
|---|---|---|
Bank of New York (New York Branch)
 Bank of New York (New York Branch) Investment ManagersFinance The Bank of New York is an investment management division of the Bank of New York Mellon (NYSE: BK) | Corporate Officer/Principal | - |
Opleiding van Craig Scott Phillips
| Florida State University | Undergraduate Degree |
Ervaring
Beklede functies
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Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
Bank of New York (New York Branch)
Bank of New York (New York Branch) Investment ManagersFinance The Bank of New York is an investment management division of the Bank of New York Mellon (NYSE: BK) | Finance |
Client 1st Advisory Group LLC
Client 1st Advisory Group LLC Investment ManagersFinance Client 1st Advisory Group LLC (Client 1st) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Clearwater, Florida. The firm was founded by Michelle Mabry and Craig Phillips in 2013. Client 1st offers personalized investment advisory services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations and corporations. | Finance |
