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Sean Phillips, CFA

Sean Phillips, CFA

Investment Committee Member*

Sean adds a strong background of portfolio management, investment research and trading expertise to the Investment Committee. Sean received a bachelor’s degree in Accounting and Finance from Drake University. His background includes five years of experience spearheading asset allocation efforts in addition to the design and ongoing rebalancing of portfolios relative to established risk/return objectives, constraints and tax considerations. During this time he worked extensively in investment due diligence, contributing toward the Investment Committee mandate to research new investment opportunities and monitor the performance of model funds relative to established due diligence criteria appropriate for the asset class under review.

Sean is also a subject matter expert in financial technology, working to review and incorporate new technologies to enhance investment management processes. focusing on investment research databases, classification and performance reporting systems, and trade execution systems. Sean is a proponent of Modern Portfolio Theory and views fundamental, bottom-up investment research with an emphasis on balance sheet, income statement and discounted cash flow analysis as key foundational components of investment research.

*Part of Vision Network