Phil leverages his prior experience as a wealth management CIO to produce and curate investment research, advise on product strategy and positioning, and strengthen relationships with the nation’s leading wealth management firms. Prior to joining Cliffwater in 2024, Phil was CIO at Savant Wealth Management. He is the author of “The Allocator’s Edge” and the blog “bps and pieces.” Phil has been featured in The Wall Street Journal, The New York Times, InvestmentNews, Citywire RIA Magazine, and Bloomberg TV, and was named CIO of the Year in 2023 by RIA Intel.
