Hunter Phillips Email
Senior Investment Advisor and Vice President @ PNC
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Hunter Phillips Location
- Atlanta, GA, US
Hunter Phillips Work
- 2014 -now Senior Investment Advisor and Vice President @
- 2008 -2014 Portfolio Manager and Vice President @
- 2004 -2008 Trust and Investment Advisor and Vice President @ Wachovia Wealth Management
- 1999 -2004 Portfolio Manager @
Hunter Phillips Education
- The American College of Financial Services
Chartered Financial Consultant® (financial planning, insurance, income taxation, retirement planning, investments and estate planning)
2017-2018 - Pepperdine Graziadio School of Business and Management
Certificate in Financial Planning
2015-2016 - Pepperdine University
Investment Fiduciary
2006-2007 - University of Phoenix
MBA (Finance and Financial Management Services)
2000-2002 - The University of Georgia
BA (Political science)
1988-1992 - Yale School of Management
Investment Management Theory & Practice
2019
Hunter Phillips Skills
- Wealth Management
- Portfolio Management
- Investments
- Investment Strategies
- Alternative Investments
- Investment Management
- Bloomberg
- Asset Managment
- Tactical Asset Allocation
- Model Portfolios
- High Net Worth Individuals
- Private Equity
- Capital Markets
- Hedge Funds
- Trading
- Longview
- Upstream
- ILX
- Multi-generational wealth transfer
- Asset Management
- Asset Allocation
- Family Office
- Separately Managed Accounts
- Structured Notes
- Securities Lending
- FactSet
- Fixed Income Analysis
- Mutual Funds
- Fixed Income
- Investment Advisory
- Financial Analysis
- Strategic Communications
- Financial Services
- Financial Advisory
- Financial Planning
- Finance
- Wealth Management Services
- Financial Markets
Hunter Phillips Summary
- Hunter Phillips, based in Atlanta, GA, US, is currently a Senior Investment Advisor and Vice President at PNC Wealth Management. Hunter Phillips brings experience from previous roles at SunTrust Bank, Wachovia Wealth Management and Bank of America (Private Bank). Hunter Phillips holds a 2017 - 2018 Chartered Financial Consultant® in financial planning, insurance, income taxation, retirement planning, investments and estate planning @ The American College of Financial Services. With a robust skill set that includes Wealth Management, Portfolio Management, Investments, Investment Strategies, Alternative Investments and more. Hunter Phillips has 1 emails on RocketReach.
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Top PNC Employees
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