James Phillips Email & Phone Number

President and CEO @ Pegasus Capital Management LLC

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James Phillips Location

Miami Beach, FL, US

James Phillips Work

2002 - now President and CEO @ Pegasus Capital Management LLC
2014 - 2015 Chairman and CEO @ Lifestyle Lift
2013 - 2015 Managing Principal and CIO @ Oberlin Wealth Partners, LLC

2000 - 2002 EVP and CIO @ MyCFO
1995 - 1999 SVP and Mgr @ Bank of America Private Bank
1985 - 1995 VP @ First Interstate Bank of California

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James Phillips Education

Middlebury College
Bachelor's degree (Economics and French)
1974 - 1978
Cannon Trust School
Certified Trust and Financial Advisor (Trust, Estates and Tax)
1977
Columbia University Foreign Studies Program - Paris, France
1977

James Phillips Skills

Investments
Strategic Planning
Venture Capital

Mergers
Wealth Management
Private Equity
Hedge Funds
Asset Managment
Alternative Investments
Real Estate

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James Phillips Summary

James Phillips, based in Miami Beach, FL, US, is currently a President and CEO at Pegasus Capital Management LLC. James Phillips brings experience from previous roles at Lifestyle Lift, Oberlin Wealth Partners, LLC, MyCFO and Bank of America Private Bank. James Phillips holds a 1974 - 1978 Bachelor's degree in Economics and French @ Middlebury College. With a robust skill set that includes Investments, Strategic Planning, Venture Capital, Mergers, Wealth Management and more. James Phillips has 2 emails and 3 mobile phone numbers on RocketReach.

James Phillips Emails

Found 2 emails

James Phillips Phone Numbers

Found 6 phone numbers

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James Phillips

Founder and CEO at OxenFree Financial

Melbourne, FL, US
2
- yahoo.com
- oxenfreefinancial.com
5+
- +1 419-496-XXXX
- +1 321-722-XXXX
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Top Pegasus Capital Management LLC Employees

James Phillips

President and CEO at Pegasus Capital Management LLC

Miami Beach, FL, US
2
- yahoo.com
- pegasuskc.com
5+
- +1 786-908-XXXX
- +1 949-466-XXXX
- +1 949-466-XXXX
- +1 913-213-XXXX
- +1 210-240-XXXX
- +1 949-719-XXXX
Michael McLochlin

Founder and Chief Investment Officer at Pegasus Capital Management LLC

Texas, United States
1
- pegasuscapitalmanagement.com
3
- +1 214-289-XXXX
- +1 469-248-XXXX
- +1 972-419-XXXX

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