Phil Eichhorn

Phil Eichhorn

Analyst-Equity presso Versus Capital Advisors LLC

Consumer Services
Finance

Profilo

Mr. Philip J.
Eichhorn, CFA, is a Senior Investment Analyst at Versus Capital Advisors LLC.
He is responsible for manager due diligence, portfolio monitoring and attribution, and investment research.
In addition, Mr. Eichhorn is also responsible for data aggregation, process improvements, and automation.
He joined Versus in May of 2021.
Previously, Mr. Eichhorn was a Senior Portfolio Analyst at OppenheimerFunds/Invesco for the Cash Strategies team which managed a suite of $10 billion in mutual funds and separate accounts.
In this role he led trading, was the asset-backed securities analyst, and managed $1 billion in separately managed accounts.
Prior to that he was a Senior Analyst at Innovest Portfolio Solutions, a registered investment adviser, where he performed manager due diligence, performance reporting, and was a member of the Investment Committee.
Before Innovest, Mr. Eichhorn worked in the back office at OppenheimerFunds and was involved in nearly every aspect of fund accounting from NAV Integrity to Trade Settlements.
Mr. Eichhorn graduated magna cum laude with a Bachelor of Science degree in Business Administration from Colorado State University and is a CFA charterholder.

Posizioni attive di Phil Eichhorn

SocietàPosizioneInizio
Analyst-Equity 01/05/2021
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Formazione di Phil Eichhorn

Colorado State University Undergraduate Degree

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Finance

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