![Craig Scott Phillips](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Craig Scott Phillips
Fondatore presso
Client 1st Advisory Group LLC
Profilo
Mr. Craig S.
Phillips is a President at Client 1st Advisory Group LLC.
He is also a founding partner of the firm he has over 30 years in the industry.
He has been managing custom investment solutions for since 1995, even serving on the Bank of New York/ Mellon Pershing Advisory Board during the 2008 Financial Crisis.
He received his undergraduate degree from Florida State University.
Posizioni attive di Craig Scott Phillips
| Società | Posizione | Inizio |
|---|---|---|
Client 1st Advisory Group LLC
 Client 1st Advisory Group LLC Investment ManagersFinance Client 1st seeks to help clients achieve their stated investment objectives by selecting a mix of investment products and asset managers that provide the highest returns at an acceptable level of risk within the client’s stated time frame. | Fondatore | 01/03/2013 |
Precedenti posizioni note di Craig Scott Phillips
| Società | Posizione | Fine |
|---|---|---|
Bank of New York (New York Branch)
 Bank of New York (New York Branch) Investment ManagersFinance The Bank of New York provides a full range of banking services including asset management, asset servicing, wealth management, broker/dealer and advisory services, issuer services and treasury services. In managing investments, the firm employs a wide array of strategies, investing across all major sectors and asset classes through various distribution channels. | Corporate Officer/Principal | - |
Formazione di Craig Scott Phillips
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
52
Relazioni di 1° grado
3
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 3 |
|---|---|
Florida State University
 Florida State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Bank of New York (New York Branch)
Bank of New York (New York Branch) Investment ManagersFinance The Bank of New York provides a full range of banking services including asset management, asset servicing, wealth management, broker/dealer and advisory services, issuer services and treasury services. In managing investments, the firm employs a wide array of strategies, investing across all major sectors and asset classes through various distribution channels. | Finance |
Client 1st Advisory Group LLC
Client 1st Advisory Group LLC Investment ManagersFinance Client 1st seeks to help clients achieve their stated investment objectives by selecting a mix of investment products and asset managers that provide the highest returns at an acceptable level of risk within the client’s stated time frame. | Finance |
