Phil Shaffer Email
Director of Institutional and Family Office Services and OCIO @ OneAscent
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Phil Shaffer Location
- Naples, FL, US
Phil Shaffer Work
- 2024 -now Director of Institutional and Family Office Services and OCIO @
- 2018 -2024 Managing Director @
- 2017 -2018 Founder and CEO @ Halite Partners
- 1993 -2017 Managing Director; Institutional Consulting Director @ Morgan Stanley Graystone
Phil Shaffer Education
- Wharton Executive Education
CIMA Designation (Investments and Securities)
1993-1993 - The College of Wooster
B.A. (History)
- The Wharton School
Investments & Wealth Institute - Certified Investment Management Analyst designation
Phil Shaffer Skills
- Endowments
- Pension Funds
- Wealth Management Services
- High Net Worth Individuals
- Investment Strategies
- Strategic Financial Planning
- Alternative Investments
- Private Equity
- Hedge Funds
- Asset Managment
- Asset Allocation
- Investment Advisory Services
Phil Shaffer Summary
- Phil Shaffer, based in Naples, FL, US, is currently a Director of Institutional and Family Office Services and OCIO at OneAscent. Phil Shaffer brings experience from previous roles at Hamilton Capital, Halite Partners and Morgan Stanley Graystone. Phil Shaffer holds a 1993 - 1993 CIMA Designation in Investments and Securities @ Wharton Executive Education. With a robust skill set that includes Endowments, Pension Funds, Wealth Management Services, High Net Worth Individuals, Investment Strategies and more. Phil Shaffer has 2 emails on RocketReach.
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