Phil Shaffer's Location
Naples, FL, US
Phil Shaffer's Work
- Managing Director @ Hamilton Capital
- Founder and CEO @ Halite Partners
- Managing Director; Institutional Consulting Director @ Morgan Stanley Graystone
Phil Shaffer's Education
- The College of Wooster
B.A. (History)
- The Wharton School
Investments & Wealth Institute - Certified Investment Management Analyst designation
Phil Shaffer's Skills
- Endowments
- Pension Funds
- Wealth Management Services
- High Net Worth Individuals
- Investment Strategies
- Strategic Financial Planning
- Alternative Investments
- Private Equity
- Hedge Funds
- Asset Managment
Phil Shaffer's Summary
Phil Shaffer, based in Naples, FL, US, is currently a Managing Director at Hamilton Capital, bringing experience from previous roles at Halite Partners and Morgan Stanley Graystone. Phil Shaffer holds a B.A. in History @ The College of Wooster. With a robust skill set that includes Endowments, Pension Funds, Wealth Management Services, High Net Worth Individuals, Investment Strategies and more, Phil Shaffer contributes valuable insights to the industry. Phil Shaffer has 2 emails on RocketReach.
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