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Phil Lockett Location
Charlotte, NC, US
Phil Lockett Work
Portfolio Manager @ (September 2024 - Present)
Portfolio Manager @ (September 2024 - Present)
Director of Sales @ (April 2025 - February 2026)
Portfolio Manager @ Shay Capital (October 2017 - February 2023)
Portfolio Manager and Trader @ (August 2013 - April 2017)
President @ PWL Capital (July 2004 - July 2013)
Manager @ Millenium Capital (September 2004 - September 2007)
Managing Director @ Worldco (July 1999 - July 2004)
Managing Director @ (July 1997 - July 1999)
Vice President @ (July 1992 - July 1997)
Captain @ United States Army (May 1985 - May 1990)
Phil Lockett Education
University of Michigan
MBA (Finance)
1990-1992
United States Military Academy at West Point
Bachelor of Science (B.S.) (Engineering)
1981-1985
United States Military Academy at West Point
University of Michigan - Stephen M. Ross School of Business
Master of Business Administration - MBA
Phil Lockett Skills
Business Strategy
Equities
Management
Options
Bonds
Trading Systems
Mutual Funds
Real Estate
Hedge Funds
Financial Markets
Portfolio Management
Trading
Leadership
Asset Management
Sales
Fixed Income
Risk Management
Investment Properties
Capital Markets
Aviation
Financial Services
Real Estate Development
Investments
Phil Lockett Summary
Phil Lockett, based in Charlotte, NC, US, is currently a Portfolio Manager at Blackridge Capital Fund. Phil Lockett brings experience from previous roles at Blackridge Capital Fund, WealthFluent, Shay Capital and Merus Capital Partners, LLC. Phil Lockett holds a 1990 - 1992 MBA in Finance @ University of Michigan. With a robust skill set that includes Business Strategy, Equities, Management, Options, Bonds and more. Phil Lockett has 3 emails and 2 mobile phone numbers on RocketReach.
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