James A. Phillips
Plus aucun poste en cours
Profil
Jim has over 25 years experience in managing investment portfolios for individuals and foundations.
Building upon extensive experience at Security Pacific Bank, Bank of America, and Sanwa Bank, Jim most recently served as Vice President at Brown Brothers Harriman & Co. in Los Angeles.
Jim earned undergraduate and graduate degrees in finance from the University of Southern California.
He is member of the Los Angeles Society of Financial Analysts and the Association for Investment Management and Research.
Jim is a member of the Pasadena Tournament of Roses Association and the USC Trojan Board of Directors.
Anciens postes connus de James A. Phillips
| Sociétés | Poste | Fin |
|---|---|---|
Philip V. Swan Associates, Inc.
 Philip V. Swan Associates, Inc. Investment ManagersFinance Philip V. Swan Associates, LLC (PSA) of Pasadena, California, was established in 1984 and provides personalized investment counsel service for individuals, families, trustees, foundations and endowments | Gestionnaire de Portefeuille-Actions | 01/05/2005 |
Expériences
Fonctions occupées
Sociétés liées
| Entreprise privées | 1 |
|---|---|
Philip V. Swan Associates, Inc.
Philip V. Swan Associates, Inc. Investment ManagersFinance Philip V. Swan Associates, LLC (PSA) of Pasadena, California, was established in 1984 and provides personalized investment counsel service for individuals, families, trustees, foundations and endowments | Finance |
