Phil joined RBC Wealth Management in 2018 and assists individuals, executives, high net-worth families and foundations with their wealth management needs. With the support of RBC Wealth Management added to his institutional investment knowledge, he brings to his clients a lifetime of experience helping families and friends with their wealth management needs, be it investments, financial planning, or estate and trust needs. A seasoned financial professional and confidant, Phil’s investment strengths include a strong understanding of global and U.S. macro-economic policy and analysis, and how to implement those trends in his clients’ portfolio.
Prior to RBC Wealth Management, Phil enjoyed a successful, global 23-year career as an institutional fixed income portfolio manager, trader and credit analyst managing a proprietary emerging market bond portfolio in London in the 1990s. He was also the lead analyst on a multi-billion dollar high-grade and high-yield portfolio for GE Financial Assurance in Seattle, and managed multi-billion-dollar fixed income portfolios for the state of Alaska and Alaska Retirement Management Board, with oversight of external fixed income managers and strategies. Most recently, Phil managed institutional fixed income portfolios for Fortune 500 companies, large public and private universities, and governmental entities at Clearwater Advisors in Boise.
Phil has passed the Series 7, 63 and 65 exams. He received his MBA from the Simon School at the University of Rochester with concentrations in finance and accounting and holds a Bachelor of Arts degree in history and political science from the University of Richmond. In addition, Phil studied abroad for a year at the University of Bath in England. He is a graduate of Woodberry Forest School in Virginia, where he grew up.
In the community, Phil has coached youth soccer and lacrosse while focusing on his players’ development on and off the field. In his spare time, he volunteers on various reunion, booster and fundraising boards and committees. Phil has a strong, life-long commitment to higher education and college placement as part of his nearly two decades of alumni recruitment for the University of Rochester and the University of Richmond.
Phil and his wife, Beth, moved to Boise from Alaska in 2008 with their three children. Outside of work, Phil enjoys traveling with his family, studying American and European history, family genealogy and fly-fishing. He has visited 49 states in the United States. Born in Brazil, Phil has visited, lived and worked in 54 countries in Latin America, North America, Europe and Africa.